Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Dental$2.0M
- Other$68K
- Long-term disability$61K
- Short-term disability$44K
- Life$40K
- +1 more
Sponsor portfolio
PATTERSON & SHERIDAN, LLP
EIN 22-3340889law practiceLatest filing 2024
Plans
2
Retirement
1
$53.7M assets
Welfare
1
$2.2M premiums
Participants
379
24 GREENWAY PLAZA, SUITE 1600 - HOUSTON, TX 77046713-623-4844pattersonsheridan.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 284 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- STANDARD INSURANCE COMPANY6%
- AFLAC1%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
80%top
- ASSUREDPARTNERS80%
- ACCRETIVE ENROLLMENT SERVICES LLC17%
- PARAGON BENEFIT SOLUTIONS LLC1%
- ANTHONY G COLLINCINI1%
- DYLAN FRANCIS MONTEFORTE1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PLAN
401k
Assets$53.7M
Participants232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PATTERSON + SHERIDAN, LLP HEALTH & WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF TEXAS
Premiums$2.2M
Covered lives284
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PLAN | 401k | $53.7M | 232 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PATTERSON + SHERIDAN, LLP HEALTH & WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF TEXAS | $2.2M | 284 | 2024 |
Retirement plans
Welfare plans