Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$123K
- Long-term disability$123K
- Other$123K
- Dental$26K
Filings through .
Z.V. Pate, Inc.
EIN 56-0350280farmingLatest filing 2025
Plans
2
Retirement
1
$25.4M assets
Health & Benefits
1
$148K premiums
Participants
226
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $148K premiums / 58 covered lives
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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#333
Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN
401(k)
Assets$25.4M
Participants168
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
Z.V. PATE, INC. GROUP INSURANCE PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$148K
Covered lives58
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #333 | Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN | 401(k) | $25.4M | 168 | 2025 |
- #333 · 401(k) · 2025168
Health & Benefits plans
1 plan on this EIN
| 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 |
- #504 · Mixed · PRUDENTIAL INSURANCE COMPANY OF AMERICA · 202558
Retirement plans
Health & Benefits plans