Form 5500 · Employee benefit plan · SALT LAKE CITY, UT
ZIONS BANCORPORATION, N.A.
The filing calls this plan RESTATED ZIONS BANCORPORATION EMPLOYEE AND RETIREE WELFARE BENEFIT PLAN.
ZIONS BANCORPORATION, N.A. of SALT LAKE CITY, UT is a 9,843-participant finance and insurance employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is MERCER HEALTH & BENEFITS LLC. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 87-0189025 · plan 550 · plan year 2024, filed Oct 15, 2025
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
699 other employer plans in Utah have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
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.
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 2 insured contracts covering vision, life and disability; the largest, with METROPOLITAN LIFE INSURANCE COMPANY, covers 17,788 people.
The filing declares vision, life, disability, health and dental. Health and dental appear with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
Reported premium across the insured contracts is $6,662,958, with $117,316 in disclosed broker commissions — about 1.8% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
MERCER HEALTH & BENEFITS LLC is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | Life, Disability | 17,788 | Jan 1, 2025 | $5,622,846 | $117,316 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 14,429 | Jan 1, 2025 | $1,040,112 | $0 |
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.
Other plans filed by this employer
How this plan compares
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Renewal calendar
699 other employer plans in Utah are January 1 renewals (policy year ends December).
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