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  2. PATRICIO ENTERPRISES, INC.
Sponsor portfolioTH

PATRICIO ENTERPRISES, INC.

EIN 51-0524949-defense & space-Latest filing 2025
Plans
3
Retirement
1
$26.4M assets
Welfare
2
$576K premiums
Participants
812
525 CORPORATE DRIVE, SUITE 201 - STAFFORD, VA 22554703-441-4760patricioenterprises.comLinkedIn201-500 employeesdefense & space
Plans on this EIN
3 filings
#001401k-$26.4M - 373 part#501Mixed-$321K - 212 lives#502Self Funded-$254K - 102 lives

Benefits portfolio analytics

2 plans / $576K premiums / 314 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$183K
  • Life$143K
  • Long-term disability$143K
  • Dental$138K
  • Vision$138K
  • Short-term disability$137K
Total $321K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • METROPOLITAN LIFE INSURANCE COMPANY55%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA43%
  • DELAWARE AMERICAN LIFE INSURANCE COMPANY2%
Total $321K3 slices

Broker market share

Schedule A broker compensation

Split broker
47%top
  • THE BALDWIN GROUP WEST LLC47%
  • GIS BENEFITS INC40%
  • MARSH & MCLENNAN AGENCY LLC13%
  • THE CAPITAL GROUP LLC0%
Total $82K4 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

PATRICIO ENTERPRISES, INC. 401(K) PLAN

401k

Assets$26.4M
Participants373
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PATRICIO ENTERPRISES, INC. WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$321K
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

PATRICIO ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN

Self Funded - OPTUM HEALTH UNIMERICA INSURANCE COMPANY

Premiums$254K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PATRICIO ENTERPRISES, INC. 401(K) PLAN401k$26.4M3732024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PATRICIO ENTERPRISES, INC. WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$321K2122025
502PATRICIO ENTERPRISES, INC. EMPLOYEE BENEFIT PLANSelf FundedOPTUM HEALTH UNIMERICA INSURANCE COMPANY$254K1022024
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