Form 5500 · Employee benefit plan · CARMEL, IN
ZOTEC PARTNERS, LLC
Public Form 5500 records show how ZOTEC PARTNERS, LLC (CARMEL, IN) structures its employee benefits. Its broker of record is LOCKTON COMPANIES LLC-MATTHEW TRITZ. Coverage is written through DELTA DENTAL OF INDIANA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-8762217 · plan 506 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| DELTA DENTAL OF INDIANA | Dental | 1,779 | December | $55,102 |
| SYMETRA LIFE INSURANCE COMPANY | Life, Disability | 929 | December | $53,769 |
| ANTHEM INSURANCE COMPANIES, INC. | Vision | 1,641 | December | $16,120 |
| SYMETRA LIFE INSURANCE COMPANY | — | 928 | December | $480 |
Questions
Who is ZOTEC PARTNERS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, ZOTEC PARTNERS, LLC's broker of record is LOCKTON COMPANIES LLC-MATTHEW TRITZ.
What insurance carrier does ZOTEC PARTNERS, LLC use?
ZOTEC PARTNERS, LLC's benefit plan is written through DELTA DENTAL OF INDIANA, among 4 disclosed carriers.
When does ZOTEC PARTNERS, LLC's group plan renew?
The most recent Schedule A policy period for ZOTEC PARTNERS, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ZOTEC PARTNERS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.