Plan Ledger DOL Form 5500 · updated monthly

Pathstone Family Office, LLCbenefits

Pathstone Family Office Employee Benefit Plan · ENGLEWOOD, NJ · plan year 2025

Broker compensation reported · 2025
$91,640

Pathstone Family Office, LLC's benefits plans covered 606 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $113,810. Insurance brokers and agents were paid $91,640 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 80.5% of premiums. That is $151 per covered person, below the median for employer plans that report broker pay. Broker pay rose 55% from $59,276 in 2024.

Insurance contracts · 20256
STANDARD INSURANCE COMPANY · life$114K · 597 covered
METLIFE LEGAL PLANSpremiums n/a · 63 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · std ltdpremiums n/a · 609 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · dental visionpremiums n/a · 452 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 606 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 17 covered
Brokers & agents paid · 20253
CENTRO BENEFITS RESEARCH, LLC$18,896 · incl $7,520 fees
YORK INTERNATIONAL AGENCY, LLC$70,668
IMA, INC$2,076 · incl $2,076 fees
Also brokered by Centro Benefits Research, LLC5
Eotech, LLC MI$72,846
Techmer Pm, LLC TN$51,986
Venesco, LLC VA$49,049

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 271957427 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.