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Sponsor portfolioWelfare / HealthEIN 20-8762217
ZOTEC PARTNERS, LLC
1 ZOTEC WAY · CARMEL, IN 46032
3177055050
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
1,560
No prior year
Total participants
722
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $648K | 24.3% | |
| Life | $633K | 23.7% | |
| Long-term disability | $633K | 23.7% | |
| Other | $633K | 23.7% | |
| Vision | $120K | 4.5% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 351545647 | D | $648K | 46.2% | 1 | 1 | 1,560 |
EIN 910742147 | LLTDOth | $633K | 45.2% | 1 | 1 | 878 |
EIN 430949844 | V | $120K | 8.6% | 1 | 1 | 1,407 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | KANSAS CITY, MO | DELTA DENTAL OF INDIANA, FIDELITY SECURITY LIFE INSURANCE COMPANY, SYMETRA LIFE INSURANCE COMPANY | $148K | -$4K | $144K | 100.0% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan