Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
MAZZETTI, INC.
EIN 94-1722463Latest filing 2025
Plans
3
Retirement
2
$47.6M assets
Welfare
1
$493K premiums
Participants
768
1600 STOUT STREET, SUITE 450 - DENVER, CO 80202720-644-5684
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $47.6M assets / 563 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $493K premiums / 461 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$310K
- Prescription drug$310K
- Other$158K
- Life$118K
- Short-term disability$118K
- Long-term disability$118K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
63%top
- KAISER FOUNDATION HEALTH PLAN INC63%
- UNUM LIFE INSURANCE COMPANY OF AMERICA24%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY8%
- METROPOLITAN LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
97%top
- IMA, INC.97%
- WWW INSURANCE, LLC2%
- WATCHTOWER BENEFITS, LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
MAZZETTI, INC.
401k
Assets$42.0M
Participants317
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MAZZETTI, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$5.6M
Participants246
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MAZZETTI, INC. GROUP INSURANCE PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$493K
Covered lives461
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | MAZZETTI, INC. | 401k | $42.0M | 317 | 2024 | |
| 002 | MAZZETTI, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $5.6M | 246 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MAZZETTI, INC. GROUP INSURANCE PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $493K | 461 | 2025 |
Retirement plans
Welfare plans