PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. PATRICIO ENTERPRISES, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 51-0524949

PATRICIO ENTERPRISES, INC.

525 CORPORATE DRIVE · STAFFORD, VA 22554
7034414760
Plans filed
2
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$321K
No prior year
Persons covered
212
No prior year
Total participants
337
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$321K
PATRICIO ENTERPRISES, INC. WELFARE BENEFIT PLAN
Mixed212 covered·4 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #502$254K
PATRICIO ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN
Self-funded102 covered·1 carrier
Primary: OPTUM HEALTH UNIMERICA INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$183K20.7%
Life$143K16.2%
Long-term disability$143K16.2%
Dental$138K15.7%
Vision$138K15.7%
Short-term disability$137K15.6%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 222342710
DVOth
$178K55.5%14212
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
EIN 860222062
LSTDLTDOth
$137K42.8%11153
DELAWARE AMERICAN LIFE INSURANCE COMPANY
EIN 510104167
LLTDOth
$6K1.8%116

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE BALDWIN GROUP WEST LLCBETHESDA, MDMETROPOLITAN LIFE INSURANCE COMPANY, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$39K$0$39K46.9%1
GIS BENEFITS INCMORRIS, ILMETROPOLITAN LIFE INSURANCE COMPANY$30K$3K$33K40.4%1
MARSH & MCLENNAN AGENCY LLC—EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, DELAWARE AMERICAN LIFE INSURANCE COMPANY$10K$0$10K12.6%1
THE CAPITAL GROUP LLCBETHESDA, MDMETROPOLITAN GENERAL INSURANCE COMPANY$54$0$540.1%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica