PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PATTISON COMPANY, LLC
Sponsor portfolio

PATTISON COMPANY, LLC

EIN 26-0130847-mining & metals-Latest filing 2025
Plans
2
Retirement
1
$9.9M assets
Welfare
1
$2.2M premiums
Participants
381
23656 GREAT RIVER ROAD - GARNAVILLO, IA 52049563-964-2640pattisonsand.comLinkedIn51-200 employeesmining & metals
Plans on this EIN
2 filings
#001401k-$9.9M - 219 part#504Mixed-$2.2M - 162 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 162 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.1M
  • Short-term disability$41K
  • Life$26K
  • Other$26K
  • Long-term disability$24K
  • +1 more
Total $2.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • STANDARD INSURANCE COMPANY4%
  • VERATRUS BENEFIT SOLUTIONS0%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HOLMES MURPHY & ASSOCIATES100%
Total $9K1 slice

Plan deep-dives

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

PATTISON COMPANY, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$9.9M
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

PATTISON SAND COMPANY, LLC HEALTH AND WELFARE BENEFIT PLAN

Mixed - WELLMARK BLUE CROSS BLUE SHIELD OF IOWA

Premiums$2.2M
Covered lives162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PATTISON COMPANY, LLC 401(K) PROFIT SHARING PLAN401k$9.9M2192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504PATTISON SAND COMPANY, LLC HEALTH AND WELFARE BENEFIT PLANMixedWELLMARK BLUE CROSS BLUE SHIELD OF IOWA$2.2M1622025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica