Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$166K
- Vision$166K
- Long-term disability$49K
- Short-term disability$37K
- Life$19K
- Other$19K
Sponsor portfolio
ZOE HOLDING COMPANY, INC.
EIN 86-0929639staffing and recruitingLatest filing 2025
Plans
2
Retirement
1
$4.6M assets
Welfare
1
$270K premiums
Participants
3,194
8601 NORTH SCOTTSDALE ROAD, SUITE 305 - SCOTTSDALE, AZ 85253602-385-4903zoeholding.comLinkedIn1001-5000 employeesstaffing and recruiting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $270K premiums / 1,910 covered livesCarrier market share
Premium dollars by Schedule A carrier
61%top
- UNITEDHEALTHCARE INSURANCE COMPANY61%
- STANDARD INSURANCE COMPANY39%
Broker market share
Schedule A broker compensation
100%top
- CBIZ BENEFITS & INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ZOE HOLDING COMPANY, INC 401(K) PLAN
401k
Assets$4.6M
Participants2,931
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ZOE HOLDING COMPANY EMPLOYEE BENEFITS PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$270K
Covered lives1,910
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ZOE HOLDING COMPANY, INC 401(K) PLAN | 401k | $4.6M | 2,931 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ZOE HOLDING COMPANY EMPLOYEE BENEFITS PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $270K | 1,910 | 2025 |
Retirement plans
Welfare plans