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Sponsor portfolio

AZZ INCORPORATED

EIN 75-0948250-automotive-Latest filing 2025
Plans
2
Retirement
1
$117.6M assets
Welfare
1
$2.8M premiums
Participants
6,441
3100 WEST 7TH STREET, SUITE 500 - FORT WORTH, TX 76107817-810-0095azz.comLinkedIn1001-5000 employeesautomotive
Plans on this EIN
2 filings
#001401k-$117.6M - 3,419 part#501Mixed-$2.8M - 3,022 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 3,022 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.0M
  • Life$1.7M
  • Long-term disability$1.7M
  • Vision$841K
  • Dental$717K
Total $2.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • HARTFORD LIFE AND ACCIDENT60%
  • METROPOLITAN LIFE INSURANCE COMPANY25%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY8%
  • VISION SERVICE PLAN4%
  • ARAG INSURANCE COMPANY1%
  • +2 more
Total $2.8M7 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • LOCKTON COMPANIES, LLC98%
  • REUBEN WARNER ASSOCIATES, INC.2%
Total $118K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AZZ INC. 401(K) PLAN

401k

Assets$117.6M
Participants3,419
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AZZ INCORPORATED GROUP HEALTH PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$2.8M
Covered lives3,022
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AZZ INC. 401(K) PLAN401k$117.6M3,4192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AZZ INCORPORATED GROUP HEALTH PLANMixedHARTFORD LIFE AND ACCIDENT$2.8M3,0222025
Retirement plans
Welfare plans
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