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Sponsor portfolioWelfare / HealthEIN 36-3249852

ZS ASSOCIATES, INC.

1560 SHERMAN AVE · EVANSTON, IL 60201
8474923600
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$3.3M
No prior year
Persons covered
3,133
No prior year
Total participants
3,143
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.3M
ZS ASSOCIATES WELFARE BENEFITS PLAN
Mixed3,133 covered·8 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$2.5M35.7%
Life$1.7M23.8%
Long-term disability$1.7M23.8%
Vision$737K10.4%
Health$223K3.2%
Dental$223K3.2%

Carrier overview

8 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LLTDOth
$1.7M51.5%113,113
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
Oth
$612K18.8%113,133
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
V
$513K15.8%113,113
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HDV
$223K6.9%1137
METROPOLITAN LIFE INSURANCE COMPANY
EIN 222342710
Oth
$184K5.6%11758
EVEREST REINSURANCE COMPANY
EIN 222005057
Oth
$44K1.4%113,113
NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
EIN 250687550
Oth
$1K0.0%113,113
WPO
EIN 122345678
$00.0%113,113

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCNEW YORK, NYEVEREST REINSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA, METROPOLITAN GENERAL INSURANCE COMPANY, NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA$118K$52K$170K100.0%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
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