Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$661K
- Prescription drug$661K
- Dental$214K
- Vision$214K
- Life$214K
- Short-term disability$214K
- +2 more
Filings through .
Jerry Pate Company
EIN 59-3472632Wholesale TradeLatest filing 2025
Plans
3
Retirement
1
$12.1M assets
Health & Benefits
2
$875K premiums
Participants
249
301 SCHUBERT DR - PENSACOLA, FL 32504850-479-4653
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $875K premiums / 441 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#001
JERRY PATE COMPANY RETIREMENT PLAN
401(k)
Assets$12.1M
Participants249
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
EMPLOYEE HEALTH BENEFIT PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$661K
Covered lives205
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
ANCILLARY BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$214K
Covered lives236
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | JERRY PATE COMPANY RETIREMENT PLAN | 401(k) | $12.1M | 249 | 2025 |
- #001 · 401(k) · 2025249
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | EMPLOYEE HEALTH BENEFIT PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $661K | 205 | 2025 |
| #502 | ANCILLARY BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $214K | 236 | 2025 |
- #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025205
- #502 · Mixed · METROPOLITAN LIFE INSURANCE COMPANY · 2025236
Retirement plans
Health & Benefits plans