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Sponsor portfolio

PATTERSON COMPANIES, INC.

EIN 65-0095457-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$10.3M assets
Welfare
1
$707K premiums
Participants
160
204 E TERRACE DR - PLANT CITY, FL 33563813-359-1200pattersoncos.comLinkedIn51-200 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$10.3M - 67 part#501Fully Insured-$707K - 93 lives

Benefits portfolio analytics

1 plan / $707K premiums / 93 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$621K
  • Other$54K
  • Life$48K
  • Short-term disability$48K
  • Long-term disability$48K
  • Dental$33K
  • +1 more
Total $707K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNITEDHEALTHCARE INSURANCE COMPANY88%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • HUMANA INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $707K4 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • GCD INSURANCE CONSULTANTS INC66%
  • DIGITAL INSURANCE LLC31%
  • MJ INSURANCE3%
Total $59K3 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

PATTERSON COMPANIES, INC. RETIREMENT SAVINGS PLAN

401k

Assets$10.3M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PATTERSON COMPANIES WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$707K
Covered lives93
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PATTERSON COMPANIES, INC. RETIREMENT SAVINGS PLAN401k$10.3M672025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PATTERSON COMPANIES WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$707K932025
Retirement plans
Welfare plans
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