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Sponsor portfolioWelfare / HealthEIN 75-1366683

PATE TRUCKING COMPANY, LLC

4025 112TH ST. · LUBBOCK, TX 79423
8063687723
Plans filed
2
Years active
2016–2025
Industry
NAICS 48
Latest filing
2025
Total premiums (latest)
$196K
No prior year
Persons covered
325
No prior year
Total participants
148
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #503$196K
PATE TRUCKING COMPANY, LLC EMPLOYEE BENEFIT PLAN
Mixed325 covered·3 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #501$5K
PATE TRUCKING COMPANY, LLC EMPLOYEE BENEFIT PLAN
Mixed375 covered·2 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$110K28.0%
Life$89K22.6%
Dental$86K22.0%
Vision$86K22.0%
Short-term disability$21K5.4%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LOth
$89K45.1%11170
AMERITAS LIFE INSURANCE CORP.
EIN 470098400
DV
$86K44.0%11325
AFLAC
EIN 570514130
STDOth
$21K10.9%1135

Broker overview

9 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCANCHORAGE, AKCONTINENTAL AMERICAN INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, AMERITAS LIFE INSURANCE CORP$26K$8K$34K85.5%1
MICHELLE LEE MORALEZLUBBOCK, TXCONTINENTAL AMERICAN INSURANCE COMPANY$1K$0$1K3.3%1
JAVIER E. CANIZALESWILSON, TXCONTINENTAL AMERICAN INSURANCE COMPANY$1K$0$1K2.6%1
MICHAEL W JOINERLUBBOCK, TXCONTINENTAL AMERICAN INSURANCE COMPANY$879$0$8792.2%1
CLINTON JOSHUA CLARKLUBBOCK, TXCONTINENTAL AMERICAN INSURANCE COMPANY$820$0$8202.0%1
CODY DALE VARNELLLUBBOCK, TXCONTINENTAL AMERICAN INSURANCE COMPANY$586$0$5861.5%1
THE BLUE ORANGE SOLUTIONS, LLCRICHARDSON, TXCONTINENTAL AMERICAN INSURANCE COMPANY$542$0$5421.4%1
ADAM O MARQUEZLUBBOCK, TXCONTINENTAL AMERICAN INSURANCE COMPANY$338$0$3380.8%1
KELLY S. MADDENLUBBOCK, TXCONTINENTAL AMERICAN INSURANCE COMPANY$292$0$2920.7%1

History & trajectory

10 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
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