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Sponsor portfolio

PATTERSON & DEWAR ENGINEERS, INC.

EIN 58-0676787-utilities-Latest filing 2025
Plans
4
Retirement
1
$94.5M assets
Welfare
3
$255K premiums
Participants
1,418
850 CENTER WAY - NORCROSS, GA 300714844770-453-1410pdengineers.comLinkedIn51-200 employeesutilities
Plans on this EIN
4 filings
#001401k-$94.5M - 366 part#503Fully Insured-$213K - 518 lives#501Mixed-$42K - 0 lives#502Self Funded-0 lives

Benefits portfolio analytics

3 plans / $255K premiums / 518 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$213K
  • Short-term disability$213K
  • Long-term disability$213K
  • Vision$42K
Total $255K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • METROPOLITAN LIFE INSURANCE COMPANY84%
  • UNITEDHEALTHCARE INSURANCE COMPANY16%
Total $255K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • A A LAROCCO & ASSOCIATES100%
Total $53K1 slice

Plan deep-dives

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

PATTERSON & DEWAR ENGINEERS, INC. PROFIT SHARING PLAN & TRUST

401k

Assets$94.5M
Participants366
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

PATTERSON & DEWAR ENGINEERS GROUP LIFE, GROUP LTD AND VOL LIFE

Fully Insured - METROPOLITAN LIFE INSURANCE

Premiums$213K
Covered lives518
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

PATTERSON & DEWAR ENGINEERS SELF FUNDED HEALTH & WELFARE PLAN

Mixed - UNITED HEALTHCARE INSURANCE

Premiums$42K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

PATTERSON & DEWAR ENGINEERS SELF FUNDED HEALTH & WELFARE PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PATTERSON & DEWAR ENGINEERS, INC. PROFIT SHARING PLAN & TRUST401k$94.5M3662024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
503PATTERSON & DEWAR ENGINEERS GROUP LIFE, GROUP LTD AND VOL LIFEFully InsuredMETROPOLITAN LIFE INSURANCE$213K5182025
501PATTERSON & DEWAR ENGINEERS SELF FUNDED HEALTH & WELFARE PLANMixedUNITED HEALTHCARE INSURANCE$42K02025
502PATTERSON & DEWAR ENGINEERS SELF FUNDED HEALTH & WELFARE PLANSelf Funded-$002025
Retirement plans
Welfare plans
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