The Zebra 401(K) Plan — Form 5500 plan (Insurance Zebra, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Zebra 401(K) Plan is a benefit plan reported by Insurance Zebra, Inc. under EIN 45-4235904 and plan number 001. The latest loaded filing year is 2023. The filing reports 393 participants and $11,525,950 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Insurance Zebra, Inc.
EIN
45-4235904
Plan number
001
Plan type
2
Location
Austin, TX
Latest filing year
2023
Participants
393
End-of-year plan assets
$11,525,950

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023393H, C20241015132943NAL0057838146001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,525,950
Total liabilities (EOY)
$0
Net assets (EOY)
$11,525,950
Net assets (BOY)
$9,167,149

Income & contributions

Employer contributions
$349,810
Participant contributions
$1,783,552
Total contributions
$2,477,824
Total income / additions
$4,287,635

Expenses & distributions

Benefits paid
$1,811,565
Administrative expenses
$65,040
Total expenses
$1,928,834
Net increase / (decrease)
$2,358,801

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$39,503$02023
Frost BankADVISOR$24,309not reported in the loaded dataset2023

Related Form 5500 pages