Plan Ledger DOL Form 5500 · updated monthly

Patriot Bank N.A.benefits

Patriot Bank Employee Benefit Plan · STAMFORD, CT · plan year 2024

Broker compensation reported · 2024
$96,169

Patriot Bank N.A.'s benefits plans covered 120 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $96,169 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $801 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 27% from $75,859 in 2023.

Insurance contracts · 20242
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 121 covered
UNITED HEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 102 covered
Brokers & agents paid · 20243
HP PLANNING LLC$83,612 · incl $9,185 fees
ALERA GROUP INC$9,841 · incl $9,841 fees
PROFESSIONAL GROUP PLAN INC$2,716
Also brokered by Hp Planning LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 061364615 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.