Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$194K
- Vision$194K
- Life$194K
- Short-term disability$194K
- Long-term disability$194K
- +1 more
Sponsor portfolio
PATRIOT BANK, N.A.
EIN 06-1364615bankingLatest filing 2025
Plans
2
Retirement
1
$8.7M assets
Welfare
1
$1.8M premiums
Participants
290
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 335 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- UNITEDHEALTHCARE INSURANCE COMPANY89%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
Broker market share
Schedule A broker compensation
61%top
- VENBROOK INSURANCE SERVICES61%
- GALLAGHER BENEFIT SERVICES, INC.28%
- HP PLANNING LLC6%
- GCG FINANCIAL LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PATRIOT BANK, N.A. 401(K) SAVINGS PLAN
401k
Assets$8.7M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PATRIOT BANK EMPLOYEE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.8M
Covered lives335
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PATRIOT BANK, N.A. 401(K) SAVINGS PLAN | 401k | $8.7M | 174 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PATRIOT BANK EMPLOYEE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.8M | 335 | 2025 |
Retirement plans
Welfare plans