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Sponsor portfolioTH

SAN ANTONIO ZOOLOGICAL SOCIETY

EIN 74-1323695-ranching-Latest filing 2025
Plans
3
Retirement
2
$8.3M assets
Welfare
1
$2.1M premiums
Participants
990
3903 N SAINT MARYS ST - SAN ANTONIO, TX 782123173210-642-0342LinkedIn501-1000 employeesranching
Plans on this EIN
3 filings
#002403b-$7.9M - 633 part#001TraditionalDB-$370K - 94 part#501Fully Insured-$2.1M - 334 lives

Retirement portfolio analytics

2 plans aggregated / $8.3M assets / 727 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • SOCIETY EMPLOYEES' Savings (#002)96%
  • SOCIETY RETIREMENT PLAN (#001)4%
Total $8.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SOCIETY EMPLOYEES' Savings (#002)633
  • SOCIETY RETIREMENT PLAN (#001)94
Total 727Click row to drill in

Benefits portfolio analytics

1 plan / $2.1M premiums / 334 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Dental$2.0M
  • Other$92K
  • Vision$88K
  • Life$88K
  • Short-term disability$88K
Total $2.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • DEARBORN LIFE INSURANCE COMPANY4%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $2.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • HIGGINBOTHAM INS AGENCY INC100%
  • BOWIE BALLARD0%
  • KACY LAVENDER0%
Total $106K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SAN ANTONIO ZOOLOGICAL SOCIETY EMPLOYEES' SAVINGS PLAN

403b

Assets$7.9M
Participants633
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SAN ANTONIO ZOOLOGICAL SOCIETY RETIREMENT PLAN

TraditionalDB

Assets$370K
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAN ANTONIO ZOO WRAP PLAN

Fully Insured - HEALTH CARE SERVICE CORPORATION

Premiums$2.1M
Covered lives334
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SAN ANTONIO ZOOLOGICAL SOCIETY EMPLOYEES' SAVINGS PLAN403b$7.9M6332025
001SAN ANTONIO ZOOLOGICAL SOCIETY RETIREMENT PLANTraditionalDB$370K942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAN ANTONIO ZOO WRAP PLANFully InsuredHEALTH CARE SERVICE CORPORATION$2.1M3342025
Retirement plans
Welfare plans
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