PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ZIVARO, INC.
Sponsor portfolioTH

ZIVARO, INC.

EIN 84-1482895-Latest filing 2025
Plans
2
Retirement
1
$20.2M assets
Welfare
1
$91K premiums
Participants
247
10807 NEW ALLEGIANCE DRIVE, SUITE 560 - COLORADO SPRINGS, CO 80921303-991-2155
Plans on this EIN
2 filings
#002401k-$20.2M - 247 part#501Mixed-$91K - 182 lives

Benefits portfolio analytics

1 plan / $91K premiums / 182 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$91K
  • Short-term disability$91K
  • Other$91K
  • Dental$84K
  • Vision$84K
  • Long-term disability$84K
Total $91K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA93%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
Total $91K2 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • MARSH & MCLENNAN AGENCY LLC85%
  • VARIOUS - SEE ATTACHMENT16%
  • MOODY INSURANCE AGENCY-0%
Total $7K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ZIVARO, INC. 401(K) PLAN

401k

Assets$20.2M
Participants247
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ZIVARO, INC. WELFARE BENEFITS PLAN

Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$91K
Covered lives182
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ZIVARO, INC. 401(K) PLAN401k$20.2M2472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ZIVARO, INC. WELFARE BENEFITS PLANMixedEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$91K1822025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica