Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$544K
- Dental$544K
- Life$60K
- Other$60K
- Vision$39K
- Short-term disability$39K
- +1 more
Sponsor portfolio
ZIMMERER KUBOTA & EQUIPMENT, INC.
EIN 75-1763592Latest filing 2025
Plans
2
Retirement
1
$2.4M assets
Welfare
1
$604K premiums
Participants
262
5165 MARK IV PARKWAY - FORT WORTH, TX 76106817-281-6143
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $604K premiums / 117 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- DEARBORN LIFE INSURANCE COMPANY6%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Broker market share
Schedule A broker compensation
88%top
- OPOC INSURANCE SERVICES LLC88%
- REB CONSULTING, INC.9%
- DEBORAH L. OLSON1%
- DEACON CHARLES KAVANAUGH0%
- NATIONAL ENROLLMENT PARTNERS LLC0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ZIMMERER KUBOTA AND EQUIPMENT 401(K) PLAN
401k
Assets$2.4M
Participants140
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ZIMMERER KUBOTA & EQUIPMENT, INC. WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF TEXAS
Premiums$604K
Covered lives117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ZIMMERER KUBOTA AND EQUIPMENT 401(K) PLAN | 401k | $2.4M | 140 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ZIMMERER KUBOTA & EQUIPMENT, INC. WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF TEXAS | $604K | 117 | 2025 |
Retirement plans
Welfare plans