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  1. Companies/
  2. CARL ZEISS MEDITEC INC.
Sponsor portfolio

CARL ZEISS MEDITEC INC.

EIN 94-3374401-Manufacturing-Latest filing 2024
Plans
2
Retirement
1
$290.7M assets
Welfare
1
$5.5M premiums
Participants
2,855
5300 CENTRAL PARKWAY - DUBLIN, CA 945687562925-557-4283
Plans on this EIN
2 filings
#001401k-$290.7M - 1,678 part#504Fully Insured-$5.5M - 551 lives

Benefits portfolio analytics

1 plan / $5.5M premiums / 551 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.2M
  • Prescription drug$4.2M
  • Life$708K
  • Other$577K
  • Long-term disability$313K
  • Dental$47K
  • +1 more
Total $5.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • KAISER FOUNDATION HEALTH PLAN INC76%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA20%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • AETNA LIFE INSURANCE COMPANY1%
  • HEALTH AND HUMAN RESOURCE CENTER0%
Total $5.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • USI INSURANCE SERVICES LLC85%
  • MERCER HEALTH AND BENEFITS, LLC15%
Total $227K2 slices

Plan deep-dives

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

CARL ZEISS MEDITEC, INC. RETIREMENT AND INVESTMENT PLAN

401k

Assets$290.7M
Participants1,678
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

CARL ZEISS MEDITEC, INC. WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$5.5M
Covered lives551
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARL ZEISS MEDITEC, INC. RETIREMENT AND INVESTMENT PLAN401k$290.7M1,6782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504CARL ZEISS MEDITEC, INC. WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$5.5M5512024
Retirement plans
Welfare plans
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