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Sponsor portfolio

PAX SERVICES GROUP

EIN 94-3443758-Latest filing 2025
Plans
3
Retirement
1
$2.9M assets
Welfare
2
$208K premiums
Participants
1,032
8684 VETERANS HIGHWAY, SUITE 101 - MILLERSVILLE, MD 21108855-729-7510
Plans on this EIN
3 filings
#001401k-$2.9M - 459 part#501Fully Insured-$198K - 271 lives#502Mixed-$11K - 127 lives

Benefits portfolio analytics

2 plans / $208K premiums / 398 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$208K
  • Dental$198K
  • Vision$198K
  • Life$198K
  • Short-term disability$198K
  • Long-term disability$198K
Total $208K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • PRINCIPAL LIFE INSURANCE COMPANY95%
  • UNITED HEALTHCARE INSURANCE COMPANY5%
Total $208K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • KELLY & ASSOCIATES INSURANCE GROUP100%
Total $19K1 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

PATUXENT ROOFING & CONTRACTING, LLC 401(K) PLAN

401k

Assets$2.9M
Participants459
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PAX SERVICES GROUP EMPLOYEE BENEFIT PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$198K
Covered lives271
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

PAX SERVICES GROUP MEDICAL PLAN

Mixed - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$11K
Covered lives127
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PATUXENT ROOFING & CONTRACTING, LLC 401(K) PLAN401k$2.9M4592024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PAX SERVICES GROUP EMPLOYEE BENEFIT PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$198K2712025
502PAX SERVICES GROUP MEDICAL PLANMixedUNITED HEALTHCARE INSURANCE COMPANY$11K1272025
Retirement plans
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