# ZURICH WELFARE PLAN

Health and welfare plan sponsored by **ZURICH AMERICAN INSURANCE COMPANY**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | ZURICH AMERICAN INSURANCE COMPANY |
| EIN | 364233459 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | SCHAUMBURG, IL |
| Industry | insurance |
| Funding | mixed |
| Total premiums | $22.1M |
| Participants | 10,989 |
| Persons covered | 17,142 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| LINCOLN FINANCIAL GROUP | Life, LTD |
| AETNA LIFE INSURANCE COMPANY | Dental |
| METLIFE LEGAL PLANS | Health, Other |
| SPRING HEALTH | Other |
| VISION SERVICE PLAN (VSP) | Vision |
| ZURICH AMERICAN INSURANCE COMPANY | Other |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health |

## Brokers

| Broker | Placed with |
|---|---|
| WILLIS TOWERS WATSON US LLC | LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| ZURICH AGENCY SERVICES INC | ZURICH AMERICAN INSURANCE COMPANY |
| WILLIS TOWERS WATSON US LLC | METROPOLITAN LIFE INSURANCE COMPANY |
| WILLIS TOWERS WATSON US LLC | METLIFE LEGAL PLANS |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/364233459-501
- Cite as: PlanOptica, https://planoptica.com/welfare/364233459-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers