Plan Ledger DOL Form 5500 · updated monthly

Pathstonebenefits

Pathstone Welfare Benefits Plan · ROCHESTER, NY · plan year 2025

Broker compensation reported · 2025
$57,593

Pathstone's benefits plans covered 509 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $57,593 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $113 per covered person, below the median for employer plans that report broker pay. Broker pay rose 31% from $43,986 in 2024.

Insurance contracts · 20255
VISION SERVICE PLAN · visionpremiums n/a · 238 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dentalpremiums n/a · 265 covered
PRUDENTIAL INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 509 covered
EXCELLUS BLUE CROSS BLUE SHIELD · stop-losspremiums n/a · 273 covered
EMPLOYEE NETWORK, INC.premiums n/a · 580 covered
Brokers & agents paid · 20256
STRATEGIC NON-MEDICAL SOLUTIONS$11,508 · incl $11,508 fees
BROWN & BROWN INSURANCE SERVICES$29,900 · incl $326 fees
IMG$119 · incl $119 fees
Also brokered by Strategic Non-Medical Solutions5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 160984913 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.