Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ZELLE LLP
EIN 94-3073879law practiceLatest filing 2025
Plans
3
Retirement
2
$88.7M assets
Welfare
1
$2.3M premiums
Participants
396
500 WASHINGTON AVENUE, SUITE 4000 - MINNEAPOLIS, MN 55415612-339-2020zelle.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $88.7M assets / 169 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.3M premiums / 262 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Prescription drug$2.1M
- Life$182K
- Long-term disability$182K
- Other$182K
- Vision$16K
Carrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- STANDARD INSURANCE COMPANY8%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ZELLE LLP PROFIT SHARING/401(K) PLAN
401k
Assets$69.5M
Participants99
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ZELLE LLP ASSOCIATE 401(K) PLAN
401k
Assets$19.2M
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
ZELLE LLP HEALTH AND WELFARE PLAN
Mixed - BLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS
Premiums$2.3M
Covered lives262
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ZELLE LLP PROFIT SHARING/401(K) PLAN | 401k | $69.5M | 99 | 2024 | |
| 002 | ZELLE LLP ASSOCIATE 401(K) PLAN | 401k | $19.2M | 70 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | ZELLE LLP HEALTH AND WELFARE PLAN | Mixed | BLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS | $2.3M | 262 | 2025 |
Retirement plans
Welfare plans