Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$123K
- Long-term disability$123K
- Other$123K
- Dental$26K
Sponsor portfolio
Z.V. PATE, INC.
EIN 56-0350280farmingLatest filing 2025
Plans
2
Retirement
1
$24.8M assets
Welfare
1
$148K premiums
Participants
454
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $148K premiums / 58 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA83%
- SUN LIFE ASSURANCE COMPANY OF CANADA17%
Broker market share
Schedule A broker compensation
100%top
- J. ARTHUR DAIL, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#333
Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN
401k
Assets$24.8M
Participants396
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
Z.V. PATE, INC. GROUP INSURANCE PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$148K
Covered lives58
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 333 | Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN | 401k | $24.8M | 396 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | Z.V. PATE, INC. GROUP INSURANCE PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $148K | 58 | 2025 |
Retirement plans
Welfare plans