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Sponsor portfolioWelfare / HealthEIN 80-0822152
ZEST FINANCE, INC.
d/b/a ZEST AI
3900 WEST ALAMEDA AVENUE · BURBANK, CA 91505
3234503000
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
239
No prior year
Total participants
155
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.3M | 31.6% | |
| Prescription drug | $2.3M | 31.6% | |
| Dental | $2.2M | 29.6% | |
| Other | $136K | 1.8% | |
| Life | $121K | 1.6% | |
| Short-term disability | $121K | 1.6% | |
| Long-term disability | $121K | 1.6% | |
| Vision | $36K | 0.5% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | HRxD | $2.3M | 93.1% | 1 | 2 | 239 |
EIN 470322111 | LSTDLTDOth | $121K | 4.8% | 1 | 1 | 143 |
EIN 941632821 | V | $36K | 1.4% | 1 | 1 | 129 |
EIN 590781901 | Oth | $15K | 0.6% | 1 | 1 | 44 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | ROLLING MEADOWS, IL | AETNA LIFE INSURANCE COMPANY, AMERICAN HERITAGE LIFE INSURANCE COMPANY, VISION SERVICE PLAN, UNITED OF OMAHA LIFE INSURANCE COMPANY, AETNA HEALTH OF CALIFORNIA, INC. | $142K | $15K | $157K | 100.0% | 1 |
History & trajectory
2 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