Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Prescription drug$2.3M
- Dental$2.2M
- Other$136K
- Life$121K
- Short-term disability$121K
- +2 more
Sponsor portfolio
ZEST FINANCE, INC.
EIN 80-0822152Latest filing 2025
Plans
2
Retirement
1
$16.2M assets
Welfare
1
$2.5M premiums
Participants
374
3900 WEST ALAMEDA AVENUE, SUITE 1600 - BURBANK, CA 91505323-450-3000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 239 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- AETNA LIFE INSURANCE COMPANY93%
- UNITED OF OMAHA LIFE INSURANCE COMPANY5%
- VISION SERVICE PLAN1%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ZESTFINANCE, INC. D/B/A ZEST AI 401K PROFIT SHARING PLAN AND TRUST
401k
Assets$16.2M
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ZEST AI HEALTH & WELFARE PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$2.5M
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ZESTFINANCE, INC. D/B/A ZEST AI 401K PROFIT SHARING PLAN AND TRUST | 401k | $16.2M | 219 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ZEST AI HEALTH & WELFARE PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $2.5M | 239 | 2025 |
Retirement plans
Welfare plans