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Sponsor portfolioWelfare / HealthEIN 61-0495071

ZOELLER COMPANY

3649 CANE RUN RD · LOUISVILLE, KY 402111961
5027782731
Plans filed
5
Years active
2015–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$2.3M
No prior year
Persons covered
2,626
No prior year
Total participants
2,626
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #501$1.4M
ZOELLER COMPANY MEDICAL BENEFIT PLAN
Self-funded588 covered·1 carrier
Primary: TOKIO MARINE
Plan #503$388K
ZOELLER COMPANY LIFE, AD&D, AND LTD
Fully insured791 covered·1 carrier
Primary: RELIASTAR LIFE INSURANCE COMPANY
Plan #502$262K
PREPAID DENTAL CARE PLAN
Fully insured481 covered·1 carrier
Primary: DELTA DENTAL OF KENTUCKY
Plan #505$150K
ZOELLER COMPANY ACCIDENT, CRITICAL ILLNESS, AND HOSPITAL INDEMNITY INSURANCE
Mixed231 covered·1 carrier
Primary: COLONIAL LIFE & ACCIDENT INSURANCE COMPANY
Plan #504$74K
ZOELLER VISION PLAN
Fully insured535 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$1.4M55.4%
Life$388K15.6%
Long-term disability$388K15.6%
Dental$262K10.5%
Vision$74K3.0%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HCC LIFE INSURANCE COMPANY
EIN 351817054
SL
$1.4M61.2%11588
RELIASTAR LIFE INSURANCE COMPANY
EIN 410451140
LLTD
$388K17.2%11791
DELTA DENTAL OF CALIFORNIA
EIN 610659432
D
$262K11.6%11481
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
$150K6.7%11231
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
V
$74K3.3%11535

Broker overview

10 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
STERLING G THOMPSON COMPANY LLCLOUISVILLE, KYDELTA DENTAL OF KENTUCKY, METROPOLITAN LIFE INSURANCE COMPANY, RELIASTAR LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY$70K$11$70K75.6%4
RTR AL CORPLOUISVILLE, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$11K$295$12K12.7%1
JEFFREY D HARNEDLOUISVILLE, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2K$1K$3K3.6%1
JAMES R NELLIGAN & ASSOCIATES LLCWALL TOWNSHIP, NJRELIASTAR LIFE INSURANCE COMPANY$3K$0$3K2.8%1
WILLIAM JACK MITCHELL JRNORTH PLATTE, NECOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2K$405$2K2.3%1
BILODEAU INCGOSHEN, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$825$1K$2K2.1%1
RPM BENEFIT ADVISORS LLCBIG SPRINGS, NECOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$500$14$5140.6%1
THE BARDELL AGENCYLEXINGTON, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$157$0$1570.2%1
MEGAN GOODMANNEW ALBANY, INCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$120$0$1200.1%1
AXEL H HALVARSONLOUISVILLE, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$67$0$670.1%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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