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  2. ZIONS BANCORPORATION, NATIONAL ASSOCIATION
Sponsor portfolio

ZIONS BANCORPORATION, NATIONAL ASSOCIATION

EIN 87-0189025-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$1.89B assets
Welfare
1
$6.7M premiums
Participants
24,513
ONE SOUTH MAIN STREET, SUITE 600 - SALT LAKE CITY, UT 84133801-844-7600
Plans on this EIN
2 filings
#006ESOP-$1.89B - 14,957 part#550Mixed-$6.7M - 17,788 lives

Benefits portfolio analytics

1 plan / $6.7M premiums / 17,788 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$5.6M
  • Long-term disability$5.6M
  • Other$5.6M
  • Vision$1.0M
Total $6.7M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
Total $6.7M1 slice

Broker market share

Schedule A broker compensation

Split broker
76%top
  • MERCER HEALTH AND BENEFITS, LLC76%
  • BENEFITSTORE INC24%
Total $230K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

ZIONS BANCORPORATION, N.A. PAYSHELTER 401K AND EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$1.89B
Participants14,957
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#550

RESTATED ZIONS BANCORPORATION EMPLOYEE AND RETIREE WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$6.7M
Covered lives17,788
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
006ZIONS BANCORPORATION, N.A. PAYSHELTER 401K AND EMPLOYEE STOCK OWNERSHIP PLANESOP$1.89B14,9572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
550RESTATED ZIONS BANCORPORATION EMPLOYEE AND RETIREE WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$6.7M17,7882024
Retirement plans
Welfare plans
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