Form 5500 · Employee benefit plan · SAN JOSE, CA
ZAG TECHNICAL SERVICES
The filing calls this plan ZAG TECHNICAL SERVICES LIFE AND DISABILITY PLAN.
ZAG TECHNICAL SERVICES of SAN JOSE, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is FILICE INSURANCE SERVICES LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY. The plan's most recent policy period ended in April.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-3274051 · plan 501 · plan year 2025, filed Nov 12, 2025
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How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering life and disability; the largest, with UNITED OF OMAHA LIFE INSURANCE COMPANY, covers 65 people.
Reported premium across the insured contracts is $56,911, with $5,691 in disclosed broker commissions — about 10% of premium.
The most recent policy period ended in April, and the plan year ends April 30. Group contracts typically renew on that annual cycle.
FILICE INSURANCE SERVICES LLC is the broker of record on all 3 contracts.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 65 | May 1, 2025 | $24,351 | $2,435 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 39 | May 1, 2025 | $17,812 | $1,781 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 65 | May 1, 2025 | $14,748 | $1,475 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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