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  1. Companies/
  2. Patriot Power Investment Corporation
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Patriot Power Investment Corporation

EIN 27-1061316-Management of Companies and Enterprises-Latest filing 2025
Plans
7
Retirement
2
$71.4M assets
Health & Benefits
5
$1.4M premiums
Participants
1,211
409 COMMERCE ROAD - ARTESIA, NM 882109432575-748-3400
Plans on this EIN
7 filings
#003ESOP-$61.1M - 163 part#002401(k)-$10.3M - 129 part#502Fully insured-$1.2M - 137 lives#503Fully insured-$110K - 328 lives#505Fully insured-$36K - 158 lives#504Fully insured-$29K - 152 lives#506Fully insured-$25K - 144 lives+1 more plans

Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $71.4M assets / 292 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#003)$61.1M
  • SAFE HARBOR PLAN (#002)$10.3M
Total $71.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)163
  • SAFE HARBOR PLAN (#002)129
Total 292Select a row to open it

Benefits portfolio analytics

5 plans / $1.4M premiums / 919 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$110K
  • Long-term disability$36K
  • Life$29K
  • Other$29K
  • Vision$25K
Total $1.4M6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

PPIC EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$61.1M
Participants163
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

PPIC 401(K) SAFE HARBOR PLAN

401(k)

Assets$10.3M
Participants129
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

MEDICAL PLAN FOR THE EMPLOYEES OF PATRIOT POWER INVESTMENT CORPORATION

Fully insured - HCC LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives137
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

DENTAL PLAN FOR THE EMPLOYEES OF PATRIOT POWER INVESTMENT CORPORATION

Fully insured - DELTA DENTAL OF NEW MEXICO

Premiums$110K
Covered lives328
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

LONG TERM DISABILITY FOR THE EMPLOYEES OF PATRIOT POWER INVESTMENT CORPORATION

Fully insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$36K
Covered lives158
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504

GROUP LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE FOR THE EMPLOYEES OF PATRIOT POWER INVESTMENT CORPORATION

Fully insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$29K
Covered lives152
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506

VISION PLAN FOR THE EMPLOYEES OF PATRIOT POWER INVESTMENT CORPORATION

Fully insured - VISION SERVICE PLAN

Premiums$25K
Covered lives144
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003PPIC EMPLOYEE STOCK OWNERSHIP PLANESOP$61.1M1632025
#002PPIC 401(K) SAFE HARBOR PLAN401(k)$10.3M1292025
  • PPIC EMPLOYEE STOCK OWNERSHIP PLAN$61.1M
    #003 · ESOP · 2025163
  • PPIC 401(K) SAFE HARBOR PLAN$10.3M
    #002 · 401(k) · 2025129

Health & Benefits plans

5 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502MEDICAL PLAN FOR THE EMPLOYEES OF PATRIOT POWER INVESTMENT CORPORATIONFully insuredHCC LIFE INSURANCE COMPANY$1.2M1372025
#503DENTAL PLAN FOR THE EMPLOYEES OF PATRIOT POWER INVESTMENT CORPORATIONFully insuredDELTA DENTAL OF NEW MEXICO$110K3282025
#505LONG TERM DISABILITY FOR THE EMPLOYEES OF PATRIOT POWER INVESTMENT CORPORATIONFully insuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$36K1582025
#504GROUP LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE FOR THE EMPLOYEES OF PATRIOT POWER INVESTMENT CORPORATIONFully insuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$29K1522025
#506VISION PLAN FOR THE EMPLOYEES OF PATRIOT POWER INVESTMENT CORPORATIONFully insuredVISION SERVICE PLAN$25K1442025
  • MEDICAL PLAN FOR THE EMPLOYEES OF PATRIOT POWER INVESTMENT CORPORATION$1.2M
    #502 · Fully insured · HCC LIFE INSURANCE COMPANY · 2025137
  • DENTAL PLAN FOR THE EMPLOYEES OF PATRIOT POWER INVESTMENT CORPORATION$110K
    #503 · Fully insured · DELTA DENTAL OF NEW MEXICO · 2025328
  • LONG TERM DISABILITY FOR THE EMPLOYEES OF PATRIOT POWER INVESTMENT CORPORATION$36K
    #505 · Fully insured · LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025158
  • GROUP LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE FOR THE EMPLOYEES OF PATRIOT POWER INVESTMENT CORPORATION$29K
    #504 · Fully insured · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025152
  • VISION PLAN FOR THE EMPLOYEES OF PATRIOT POWER INVESTMENT CORPORATION$25K
    #506 · Fully insured · VISION SERVICE PLAN · 2025144
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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