PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. CARL ZEISS MEDITEC, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 94-3374401

CARL ZEISS MEDITEC, INC.

5300 CENTRAL PARKWAY · DUBLIN, CA 94568
9255574100
Plans filed
2
Years active
2015–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$5.4M
No prior year
Persons covered
1,171
No prior year
Total participants
1,150
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #504$5.4M
CARL ZEISS MEDITEC, INC. WELFARE BENEFIT PLAN
Mixed1,171 covered·7 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.
Plan #510$0
CARL ZEISS MEDITEC, INC. SECTION 125 PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.3M41.5%
Prescription drug$4.3M41.5%
Other$661K6.4%
Life$644K6.2%
Long-term disability$409K3.9%
Dental$25K0.2%
Vision$25K0.2%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$4.3M79.7%12389
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LLTDOth
$624K11.6%131,165
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LLTDOth
$240K4.5%111,171
METROPOLITAN LIFE INSURANCE COMPANY
EIN 222342710
Oth
$194K3.6%13365
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HRxDV
$25K0.5%113
HEALTH AND HUMAN RESOURCE CENTER
EIN 330052273
Oth
$8K0.1%11501

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILKAISER FOUNDATION HEALTH PLAN, INC., METROPOLITAN LIFE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT, LIFE INSURANCE COMPANY OF NORTH AMERICA$161K$5K$166K90.0%1
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAKAISER FOUNDATION HEALTH PLAN, INC., METROPOLITAN GENERAL INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA, AETNA LIFE INSURANCE COMPANY$16K$2K$19K10.0%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica