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
Filings through .
Zestfinance, Inc. D/B/a Zest Ai
EIN 80-0822152Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$21.1M assets
Health & Benefits
1
$2.5M premiums
Participants
409
3900 W. ALAMEDA, SUITE 1600 - BURBANK, CA 91505323-450-3000
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $2.5M premiums / 239 covered lives
See carrier and broker market share with Pro.
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ZESTFINANCE, INC. D/B/A ZEST AI 401K PROFIT SHARING PLAN AND TRUST
401(k)
Assets$21.1M
Participants254
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
ZEST AI HEALTH & WELFARE PLAN
Fully insured - AETNA LIFE INSURANCE COMPANY
Premiums$2.5M
Covered lives239
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ZESTFINANCE, INC. D/B/A ZEST AI 401K PROFIT SHARING PLAN AND TRUST | 401(k) | $21.1M | 254 | 2025 |
- #001 · 401(k) · 2025254
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ZEST AI HEALTH & WELFARE PLAN | Fully insured | AETNA LIFE INSURANCE COMPANY | $2.5M | 239 | 2025 |
- #501 · Fully insured · AETNA LIFE INSURANCE COMPANY · 2025239
Retirement plans
Health & Benefits plans