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Sponsor portfolio

PILOT CORPORATION OF AMERICA

EIN 11-2277015-consumer goods-Latest filing 2025
Plans
4
Retirement
3
$43.7M assets
Welfare
1
$188K premiums
Participants
707
3855 REGENT BOULEVARD - JACKSONVILLE, FL 322246505904-645-9999pilotpen.usLinkedIn201-500 employeesconsumer goods
Plans on this EIN
4 filings
#003401k-$16.7M - 277 part#001TargetBenefit-$15.7M - 64 part#002401k-$11.3M - 57 part#501Mixed-$188K - 302 lives

Retirement portfolio analytics

3 plans aggregated / $43.7M assets / 398 participants

Assets by plan

Share of aggregate retirement assets

38%top
  • PILOT PEN 401(K) (#003)38%
  • OF AMERICA PENSION (#001)36%
  • AMERICA EMPLOYEES' 401(K) (#002)26%
Total $43.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PILOT PEN 401(K) (#003)277
  • OF AMERICA PENSION (#001)64
  • AMERICA EMPLOYEES' 401(K) (#002)57
Total 398Click row to drill in

Benefits portfolio analytics

1 plan / $188K premiums / 302 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$97K
  • Life$86K
  • Short-term disability$86K
  • Long-term disability$86K
  • Dental$78K
  • Vision$13K
Total $188K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA51%
  • STARMOUNT LIFE INSURANCE COMPANY41%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • HARTFORD LIFE AND ACCIDENT0%
Total $188K4 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • USI INSURANCE SERVICES LLC90%
  • ASSUREDPARTNERS10%
Total $8K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

PILOT PEN 401(K) PLAN

401k

Assets$16.7M
Participants277
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

PILOT CORPORATION OF AMERICA PENSION PLAN

TargetBenefit

Assets$15.7M
Participants64
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

PILOT CORPORATION OF AMERICA EMPLOYEES' 401(K) PLAN

401k

Assets$11.3M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501

PILOT CORPORATION WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$188K
Covered lives302
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003PILOT PEN 401(K) PLAN401k$16.7M2772025
001PILOT CORPORATION OF AMERICA PENSION PLANTargetBenefit$15.7M642025
002PILOT CORPORATION OF AMERICA EMPLOYEES' 401(K) PLAN401k$11.3M572025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PILOT CORPORATION WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$188K3022025
Retirement plans
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