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  2. JERRY PATE TURF & IRRIGATION, INC.
Sponsor portfolio

JERRY PATE TURF & IRRIGATION, INC.

EIN 59-3472632-Latest filing 2025
Plans
3
Retirement
1
$10.4M assets
Welfare
2
$875K premiums
Participants
219
301 SCHUBERT DRIVE - PENSACOLA, FL 32504850-479-4653
Plans on this EIN
3 filings
#001401k-$10.4M - 219 part#501Fully Insured-$661K - 205 lives#502Mixed-$214K - 236 lives

Benefits portfolio analytics

2 plans / $875K premiums / 441 covered lives

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
Total $875K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY76%
  • METROPOLITAN LIFE INSURANCE COMPANY24%
Total $875K2 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • STERLING SEACREST PRITCHARD, INC.57%
  • ASSUREDPARTNERS30%
  • GIS BENEFITS INC12%
Total $112K3 slices

Plan deep-dives

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

JERRY PATE COMPANY RETIREMENT PLAN

401k

Assets$10.4M
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMPLOYEE HEALTH BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$661K
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ANCILLARY BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$214K
Covered lives236
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JERRY PATE COMPANY RETIREMENT PLAN401k$10.4M2192024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMPLOYEE HEALTH BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$661K2052025
502ANCILLARY BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$214K2362025
Retirement plans
Welfare plans
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