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Sponsor portfolio

PATTILLO, BROWN & HILL, L.L.P.

EIN 74-1130599-accounting-Latest filing 2025
Plans
2
Retirement
1
$13.4M assets
Welfare
1
$1.5M premiums
Participants
347
P.O. BOX 20725 - WACO, TX 767020725254-772-4901pbhcpa.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filings
#002401k-$13.4M - 196 part#501Fully Insured-$1.5M - 151 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 151 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$206K
  • Vision$206K
  • Life$206K
  • Short-term disability$206K
  • Long-term disability$206K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • CURATIVE INSURANCE COMPANY86%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • ANCO INS. SVC. OF BRYAN COLLEGE STA70%
  • HUB INTERNATIONAL MIDWEST LIMITED30%
Total $107K2 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

PATTILLO, BROWN & HILL, LLP 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$13.4M
Participants196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PATTILLO, BROWN & HILL, LLP CAFETERIA PLAN

Fully Insured - CURATIVE INSURANCE COMPANY

Premiums$1.5M
Covered lives151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PATTILLO, BROWN & HILL, LLP 401(K) PROFIT SHARING PLAN & TRUST401k$13.4M1962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PATTILLO, BROWN & HILL, LLP CAFETERIA PLANFully InsuredCURATIVE INSURANCE COMPANY$1.5M1512025
Retirement plans
Welfare plans
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