Zoeller Company
Overview
Zoeller Company sponsors a self-funded health plan that covered 684 participants in plan year 2025, up 4% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, long-term disability.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 684 · prior year 655
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Zoeller Company Medical Benefit Plan, plan 501 (684 participants)
- Stop-loss carrier
- Tokio Marine
- Broker compensation
- $92K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Tokio Marine | Stop-loss | 588 | $1.4M | — |
| Reliastar Life Insurance Company | Life, Long-term disability | 791 | $388K | $48K |
| Delta Dental of Kentucky | Dental | 481 | $257K | $13K |
| Colonial Life & Accident Insurance Company | — | 231 | $150K | $24K |
| Metropolitan Life Insurance Company | Vision | 535 | $74K | $7K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 684 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Zoeller Company
- Sponsor EIN
- 61-0495071
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 61-0495071 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Zoeller Company Retirement Savings Plan and Trust
- Type
- 401(k) plan
- Participants
- 961
About this data
Source: Zoeller Company's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Zoeller Company.