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Sponsor portfolioWelfare / HealthEIN 75-1763592

ZIMMERER KUBOTA & EQUIPMENT, INC.

5165 MARK IV PARKWAY · FORT WORTH, TX 76106
8172816143
Plans filed
1
Years active
2021–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$604K
No prior year
Persons covered
117
No prior year
Total participants
122
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$604K
ZIMMERER KUBOTA & EQUIPMENT, INC. WELFARE BENEFIT PLAN
Fully insured117 covered·3 carriers
Primary: BLUE CROSS BLUE SHIELD OF TEXAS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$544K41.1%
Dental$544K41.1%
Life$60K4.5%
Other$60K4.5%
Vision$39K2.9%
Short-term disability$39K2.9%
Long-term disability$39K2.9%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HD
$544K90.1%1199
DEARBORN LIFE INSURANCE COMPANY
EIN 362598882
VLSTDLTDOth
$39K6.4%11117
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
LOth
$21K3.5%1133

Broker overview

15 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
OPOC INSURANCE SERVICES LLCWORTHINGTON, OHDEARBORN LIFE INSURANCE, BLUE CROSS BLUE SHIELD OF TEXAS$28K$0$28K88.4%1
REB CONSULTING, INC.WORTHINGTON, OHCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$2K$3K9.2%1
DEBORAH L. OLSONPANAMA CITY BEACH, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$207$228$4351.4%1
DEACON CHARLES KAVANAUGHTHE COLONY, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$107$47$1540.5%1
NATIONAL ENROLLMENT PARTNERS LLCCRANSTON, RICOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$42$36$780.2%1
MPART BENEFITS INCPROSPER, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$36$34$700.2%1
BRINSON BENEFITS, INC.DALLAS, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY-$6$28$220.1%1
THE CAPITAL GROUP LLCLUBBOCK, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$3$3$60.0%1
VIRGINIA LEDER-CLARKHIGHLAND VILLAGE, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$3$2$50.0%1
OVERALL BENEFITS GROUP LLCTHORNVILLE, OHCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$4$0$40.0%1
LISA R CANFIELDTHORNVILLE, OHCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$3$0$30.0%1
PAULA GAIL NEALLOBBOCK, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2$0$20.0%1
DANIEL THOMAS CANFIELDTHORNVILLE, OHCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1$0$10.0%1
JENNIFER LOEFFLERCANAL WINCHESTER, OHCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1$0$10.0%1
FRANCIS M ALEMANWINTERS, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1$0$10.0%1

History & trajectory

5 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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