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Sponsor portfolio

ZOOT ENTERPRISES INC

EIN 81-0529856-computer software-Latest filing 2025
Plans
2
Retirement
1
$44.5M assets
Welfare
1
$646K premiums
Participants
688
555 ZOOT ENTERPRISES LANE - BOZEMAN, MT 597188128406-556-7446zootsolutions.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$44.5M - 482 part#501Mixed-$646K - 277 lives

Benefits portfolio analytics

1 plan / $646K premiums / 277 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$471K
  • Life$63K
  • Other$63K
  • Short-term disability$62K
  • Long-term disability$28K
  • Vision$23K
Total $646K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • HCC LIFE INSURANCE COMPANY73%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY24%
  • AMERITAS LIFE INSURANCE CORP.3%
Total $646K3 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • HOLMES MURPHY & ASSOCIATES87%
  • AVANT SPECIALTY BENEFITS LLC13%
Total $27K2 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

ZOOT ENTERPRISES 401(K) PROFIT SHARING PLAN

401k

Assets$44.5M
Participants482
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ZOOT ENTERPRISES, INC. EMPLOYEE BENEFITS PLAN

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$646K
Covered lives277
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ZOOT ENTERPRISES 401(K) PROFIT SHARING PLAN401k$44.5M4822025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ZOOT ENTERPRISES, INC. EMPLOYEE BENEFITS PLANMixedHCC LIFE INSURANCE COMPANY$646K2772025
Retirement plans
Welfare plans
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