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Sponsor portfolio

PATEL, GREENE & ASSOCIATES LLC

EIN 45-2209743-civil engineering-Latest filing 2025
Plans
3
Retirement
1
$12.4M assets
Welfare
2
$1.5M premiums
Participants
445
215 E MAIN STREET - BARTOW, FL 33830863-533-7317patelgreene.comLinkedIn51-200 employeescivil engineering
Plans on this EIN
3 filings
#001401k-$12.4M - 177 part#502Fully Insured-$1.4M - 344 lives#503Mixed-$94K - 152 lives

Benefits portfolio analytics

2 plans / $1.5M premiums / 496 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$94K
  • Long-term disability$94K
  • Other$94K
Total $94K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $94K1 slice

Broker market share

Schedule A broker compensation

Split broker
58%top
  • MARSH & MCLENNAN AGENCY LLC58%
  • FLORIDA DESIGN INSURANCE LLC42%
  • CENTERSTONE INSURANCE AND FINANCIAL0%
Total $9K3 slices

Plan deep-dives

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

PATEL, GREENE & ASSOCIATES, LLC 401(K) PLAN

401k

Assets$12.4M
Participants177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PATEL, GREENE & ASSOCIATES LLC HEALTH, DENTAL AND VISION BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.4M
Covered lives344
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

PATEL, GREENE & ASSOCIATES LLC LIFE AND DISABILITY BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$94K
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PATEL, GREENE & ASSOCIATES, LLC 401(K) PLAN401k$12.4M1772024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PATEL, GREENE & ASSOCIATES LLC HEALTH, DENTAL AND VISION BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.4M3442024
503PATEL, GREENE & ASSOCIATES LLC LIFE AND DISABILITY BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$94K1522025
Retirement plans
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