Form 5500 · Employee benefit plan · LAUREL HILL, NC
Z.V. PATE, INC.
The filing calls this plan Z.V. PATE, INC. GROUP INSURANCE PLAN.
Z.V. PATE, INC. of LAUREL HILL, NC files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is J. ARTHUR DAIL, INC.. Coverage is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA and 1 other carrier. The plan's most recent policy period ended in February.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-0350280 · plan 504 · plan year 2025, filed Sep 29, 2025
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How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 2 insured contracts covering dental, life and disability; the largest, with PRUDENTIAL INSURANCE COMPANY OF AMERICA, covers 58 people.
The filing declares dental, life, disability and health. Health appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
Reported premium across the insured contracts is $148,448, with $19,232 in disclosed broker commissions — about 13% of premium.
The most recent policy period ended in February, and the plan year ends February 28. Group contracts typically renew on that annual cycle.
J. ARTHUR DAIL, INC. is the broker of record on all 2 contracts.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 58 | Mar 1, 2025 | $122,770 | $15,380 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental | 33 | Mar 1, 2025 | $25,678 | $3,852 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
Named on Schedule C of this filing. We publish company names only.
Other plans filed by this employer
How this plan compares
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