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  2. PATTERSON POPE, INC
Sponsor portfolioTH

PATTERSON POPE, INC

EIN 56-0986683-business supplies and equipment-Latest filing 2025
Plans
6
Retirement
2
$60.2M assets
Welfare
4
$22K premiums
Participants
1,032
3001 NORTH GRAHAM STREET - CHARLOTTE, NC 28206704-716-3951pattersonpope.comLinkedIn51-200 employeesbusiness supplies and equipment
Plans on this EIN
6 filings
#002ESOP-$39.2M - 219 part#001401k-$21.0M - 250 part#504Fully Insured-$22K - 175 lives#501Self Funded-0 lives#502Self Funded-0 lives#503Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $60.2M assets / 469 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • EMPLOYEE STOCK OWNERSHIP (#002)65%
  • PROFIT SHARING PLAN (#001)35%
Total $60.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)250
  • EMPLOYEE STOCK OWNERSHIP (#002)219
Total 469Click row to drill in

Benefits portfolio analytics

4 plans / $22K premiums / 175 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$22K
  • Other$22K
Total $22K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $22K1 slice

Broker market share

Schedule A broker compensation

Split broker
69%top
  • MARSH & MCLENNAN AGENCY LLC69%
  • THE CASON GROUP INC31%
Total $6K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PATTERSON POPE, INC EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$39.2M
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

PATTERSON POPE, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$21.0M
Participants250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

THE PATTERSON POPE GROUP LIFE & AD&D PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$22K
Covered lives175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Welfare#501

THE PATTERSON POPE MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

THE PATTERSON POPE DENTAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

THE PATTERSON POPE VISION PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PATTERSON POPE, INC EMPLOYEE STOCK OWNERSHIP PLANESOP$39.2M2192025
001PATTERSON POPE, INC. 401(K) PROFIT SHARING PLAN401k$21.0M2502024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
504THE PATTERSON POPE GROUP LIFE & AD&D PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$22K1752025
501THE PATTERSON POPE MEDICAL PLANSelf Funded-$002025
502THE PATTERSON POPE DENTAL PLANSelf Funded-$002025
503THE PATTERSON POPE VISION PLANSelf Funded-$002025
Retirement plans
Welfare plans
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