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Original filing (PDF)20230801145430NAL0010649587001

PATTON ELECTRONICS COMPANY

Form 5500
FILING_RECEIVED
PATTON ELECTRONICS COMPANY EMPLOYEE BENEFITS PLAN
Health & welfare plan
Active participants
21
Accounts w/ balance
Plan assets (EOY)
Net assets (EOY)
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATTON ELECTRONICS COMPANY.
Plan sponsor
Name
PATTON ELECTRONICS COMPANY
EIN
52-1493690
Address
7622 RICKENBACKER DR. · GAITHERSBURG, MD · 20879
Phone
(301) 975-1000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-08-01
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

4 rows
Broker
2
NameEINLocationRelationDirect compIndirect comp
THE BENECON GROUP23-1315351BROKER$10K
ISI OF MARYLAND, LLCANNAPOLIS, MDBROKER$9K
Other
2
NameEINLocationRelationDirect compIndirect comp
MERITAIN HEALTH16-1264154ADMIN$15K
CONNECTCARE 326-1768616PATIENT ADVOCATE$1K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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