Plan Ledger DOL Form 5500 · updated monthly

Zeta Associates Incorporatedbenefits

Zeta Associates Incorporated Individual Benefit Account · FAIRFAX, VA · plan year 2025

Broker compensation reported · 2025
$313,328

Zeta Associates Incorporated's benefits plans covered 280 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $2,596,075. Insurance brokers and agents were paid $313,328 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 12.1% of premiums. That is $1,119 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 14% from $275,417 in 2024.

Insurance contracts · 202510
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · health drug dental vision$2.6M · 666 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health dentalpremiums n/a · 31 covered
AMERICAN HERITAGE LIFE INSURANCE COMPANYpremiums n/a · 238 covered
AMERICAN HERITAGE LIFE INSURANCE COMPANYpremiums n/a · 296 covered
Brokers & agents paid · 20254
MCGRIFF INSURANCE SERVICES, INC.$117,406 · incl $12,515 fees
Also brokered by Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 541279046 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.