Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$281K
- Vision$281K
- Life$281K
- Short-term disability$281K
- Long-term disability$281K
- Other$281K
- +1 more
Sponsor portfolio
P. J. FITZPATRICK, LLC
EIN 27-0172384ConstructionLatest filing 2024
Plans
2
Retirement
1
$11.0M assets
Welfare
1
$515K premiums
Participants
663
21 INDUSTRIAL BLVD. - NEW CASTLE, DE 19720302-325-2360
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $515K premiums / 490 covered livesCarrier market share
Premium dollars by Schedule A carrier
55%top
- METROPOLITAN LIFE INSURANCE COMPANY55%
- AETNA LIFE INSURANCE COMPANY45%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
83%top
- THE SAFEGARD GROUP INC83%
- PATRIOT GROWTH INSURANCE SERVICES17%
- O'NEILL VOLUNTARY BENEFIT SERVICES0%
- ROTH VOLUNTARY BENEFIT SERVICES INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
P. J. FITZPATRICK, LLC 401(K) RETIREMENT PLAN
401k
Assets$11.0M
Participants466
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
PJ FITZPATRICK, INC. HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$515K
Covered lives490
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | P. J. FITZPATRICK, LLC 401(K) RETIREMENT PLAN | 401k | $11.0M | 466 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | PJ FITZPATRICK, INC. HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $515K | 490 | 2024 |
Retirement plans
Welfare plans