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Sponsor portfolio

PATRIOT GROUP INTERNATIONAL, INC.

EIN 20-1416663-defense & space-Latest filing 2025
Plans
2
Retirement
1
$8.4M assets
Welfare
1
$776K premiums
Participants
928
40 ROCK POINTE LANE, SUITE 201 - WARRENTON, VA 20186540-216-3101patgroupi.comLinkedIn501-1000 employeesdefense & space
Plans on this EIN
2 filings
#001401k-$8.4M - 418 part#502Fully Insured-$776K - 667 lives

Benefits portfolio analytics

1 plan / $776K premiums / 667 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$341K
  • Life$227K
  • Dental$207K
  • Short-term disability$118K
  • Long-term disability$96K
  • Health$45K
  • +1 more
Total $776K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY66%
  • UNITED CONCORDIA INSURANCE COMPANY23%
  • VISION SERVICE PLAN5%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
  • KAISER FOUNDATION HEALTH PLAN INC1%
  • +2 more
Total $776K7 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • MARSH & MCLENNAN AGENCY LLC82%
  • BENEFIT COMPANY, INC. (THE)17%
  • SEAN DUNN0%
  • EMPLOYEE NAVIGATOR, LLC0%
Total $137K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PATRIOT GROUP INTERNATIONAL, INC. 401(K) PLAN

401k

Assets$8.4M
Participants418
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PATRIOT GROUP INTERNATIONAL, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$776K
Covered lives667
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PATRIOT GROUP INTERNATIONAL, INC. 401(K) PLAN401k$8.4M4182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PATRIOT GROUP INTERNATIONAL, INC. EMPLOYEE BENEFIT PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$776K6672025
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