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PATRIOT POWER INVESTMENT CORPORATION

EIN 27-1061316-Management of Companies and Enterprises-Latest filing 2024
Plans
7
Retirement
2
$58.5M assets
Welfare
5
$1.3M premiums
Participants
1,175
409 COMMERCE ROAD - ARTESIA, NM 882109432575-748-3400
Plans on this EIN
7 filings
#003ESOP-$49.0M - 159 part#002401k-$9.5M - 144 part#502Fully Insured-$1.1M - 133 lives#503Fully Insured-$102K - 311 lives#505Fully Insured-$32K - 143 lives#504Fully Insured-$27K - 137 lives#506Fully Insured-$24K - 148 lives

Retirement portfolio analytics

2 plans aggregated / $58.5M assets / 303 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • EMPLOYEE STOCK OWNERSHIP (#003)84%
  • SAFE HARBOR PLAN (#002)16%
Total $58.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)159
  • SAFE HARBOR PLAN (#002)144
Total 303Click row to drill in

Benefits portfolio analytics

5 plans / $1.3M premiums / 872 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$102K
  • Long-term disability$32K
  • Life$27K
  • Other$27K
  • Vision$24K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • HCC LIFE INSURANCE COMPANY85%
  • DELTA DENTAL OF CALIFORNIA8%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • VISION SERVICE PLAN2%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • HCC LIFE INSURANCE COMPANY46%
  • MERITAIN HEALTH28%
  • DANIELS INSURANCE AGENCY21%
  • DANIELS INSURANCE4%
Total $30K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

PPIC EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$49.0M
Participants159
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PPIC 401(K) SAFE HARBOR PLAN

401k

Assets$9.5M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MEDICAL PLAN FOR THE EMPLOYEES OF PATRIOT POWER INVESTMENT CORPORATION

Fully Insured - HCC LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

DENTAL PLAN FOR THE EMPLOYEES OF PATRIOT POWER INVESTMENT CORPORATION

Fully Insured - DELTA DENTAL OF NEW MEXICO

Premiums$102K
Covered lives311
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

LONG TERM DISABILITY FOR THE EMPLOYEES OF PATRIOT POWER INVESTMENT CORPORATION

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$32K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#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$27K
Covered lives137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

VISION PLAN FOR THE EMPLOYEES OF PATRIOT POWER INVESTMENT CORPORATION

Fully Insured - VISION SERVICE PLAN

Premiums$24K
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003PPIC EMPLOYEE STOCK OWNERSHIP PLANESOP$49.0M1592024
002PPIC 401(K) SAFE HARBOR PLAN401k$9.5M1442024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MEDICAL PLAN FOR THE EMPLOYEES OF PATRIOT POWER INVESTMENT CORPORATIONFully InsuredHCC LIFE INSURANCE COMPANY$1.1M1332024
503DENTAL PLAN FOR THE EMPLOYEES OF PATRIOT POWER INVESTMENT CORPORATIONFully InsuredDELTA DENTAL OF NEW MEXICO$102K3112024
505LONG TERM DISABILITY FOR THE EMPLOYEES OF PATRIOT POWER INVESTMENT CORPORATIONFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$32K1432024
504GROUP LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE FOR THE EMPLOYEES OF PATRIOT POWER INVESTMENT CORPORATIONFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$27K1372024
506VISION PLAN FOR THE EMPLOYEES OF PATRIOT POWER INVESTMENT CORPORATIONFully InsuredVISION SERVICE PLAN$24K1482024
Retirement plans
Welfare plans
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