Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.3M
- Prescription drug$4.3M
- Other$661K
- Life$644K
- Long-term disability$409K
- Dental$25K
- +1 more
Sponsor portfolio
CARL ZEISS MEDITEC, INC.
EIN 94-3374401Latest filing 2025
Plans
2
Retirement
1
$290.7M assets
Welfare
1
$5.4M premiums
Participants
2,828
5300 CENTRAL PARKWAY - DUBLIN, CA 94568925-557-4100
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.4M premiums / 1,171 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- KAISER FOUNDATION HEALTH PLAN INC80%
- LIFE INSURANCE COMPANY OF NORTH AMERICA12%
- HARTFORD LIFE AND ACCIDENT4%
- METROPOLITAN LIFE INSURANCE COMPANY4%
- AETNA LIFE INSURANCE COMPANY0%
- +1 more
Broker market share
Schedule A broker compensation
90%top
- MERCER HEALTH AND BENEFITS, LLC90%
- USI INSURANCE SERVICES LLC10%
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
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$5.4M
Covered lives1,171
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARL ZEISS MEDITEC, INC. RETIREMENT AND INVESTMENT PLAN | 401k | $290.7M | 1,678 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | CARL ZEISS MEDITEC, INC. WELFARE BENEFIT PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $5.4M | 1,171 | 2025 |
Retirement plans
Welfare plans