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Sponsor portfolio

ZONES, LLC

EIN 91-1431894-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$105.5M assets
Welfare
1
$840K premiums
Participants
2,529
1102 15TH ST SW STE 102 - AUBURN, WA 980016524253-205-3000zones.comLinkedIn1001-5000 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$105.5M - 1,501 part#501Mixed-$840K - 983 lives

Benefits portfolio analytics

1 plan / $840K premiums / 983 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$840K
  • Life$663K
  • Short-term disability$663K
  • Long-term disability$663K
Total $840K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA79%
  • SUN LIFE ASSURANCE COMPANY OF CANADA21%
Total $840K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $149K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ZONES, LLC 401(K) PLAN

401k

Assets$105.5M
Participants1,501
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ZONES, LLC BENEFITS PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$840K
Covered lives983
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ZONES, LLC 401(K) PLAN401k$105.5M1,5012025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ZONES, LLC BENEFITS PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$840K9832025
Retirement plans
Welfare plans
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