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Sponsor portfolioWelfare / HealthEIN 62-0995602

ZIMMERMAN ASSOCIATES, INC.

2677 PROSPERITY AVENUE · FAIRFAX, VA 22031
7038830506
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
550
No prior year
Total participants
357
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.5M
ZIMMERMAN ASSOCIATES, INC. WELFARE BENEFIT PLAN
Fully insured550 covered·4 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.2M29.1%
Dental$2.2M29.1%
Prescription drug$2.2M29.1%
Other$244K3.2%
Life$235K3.1%
Short-term disability$235K3.1%
Long-term disability$235K3.1%
Vision$35K0.5%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HRxD
$2.2M88.9%11339
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$235K9.3%11357
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$35K1.4%11298
AETNA LIFE INSURANCE COMPANY
EIN 200446713
Oth
$9K0.4%11550

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VACIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, UNITED OF OMAHA LIFE INSURANCE COMPANY$127K$4K$130K67.5%1
KELLY & ASSOCIATES INSURANCE GROUPHUNT VALLEY, MDFIDELITY SECURITY LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, UNITED OF OMAHA LIFE INSURANCE COMPANY$5K$57K$63K32.5%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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