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Sponsor portfolioWelfare / HealthEIN 54-1279046

ZETA ASSOCIATES INCORPORATED

10302 EATON PLACE · FAIRFAX, VA 22030
7033857050
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$3.8M
No prior year
Persons covered
666
No prior year
Total participants
280
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.8M
ZETA ASSOCIATES INCORPORATED INDIVIDUAL BENEFIT ACCOUNT
Mixed666 covered·4 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.2M25.1%
Dental$3.0M24.1%
Vision$2.6M20.6%
Prescription drug$2.6M20.6%
Other$749K5.9%
Life$247K2.0%
Long-term disability$214K1.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HRxDVLLTDOth
$3.1M81.8%13666
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
HLLTDOth
$472K12.5%150
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
Oth
$217K5.7%12296

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCGREENSBORO, NCAMERICAN HERITAGE LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, CIGNA HEALTH AND LIFE INSURANCE COMPANY$194K$0$194K62.0%1
MCGRIFF INSURANCE SERVICES INCCHARLOTTE, NCLIFE INSURANCE COMPANY OF NORTH AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$105K$13K$117K37.5%1
THE BENEFIT COMPANY INCCOLUMBIA, SCAMERICAN HERITAGE LIFE INSURANCE COMPANY$2K$0$2K0.5%1

History & trajectory

9 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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