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Sponsor portfolio

PATHSTONE CORPORATION

EIN 16-0984913-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$22.9M assets
Welfare
1
$1.2M premiums
Participants
1,305
400 EAST AVE. - ROCHESTER, NY 14607585-340-3367pathstone.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
3 filings
#001401k-$20.0M - 713 part#002ProfitSharing-$2.9M - 83 part#520Mixed-$1.2M - 580 lives

Retirement portfolio analytics

2 plans aggregated / $22.9M assets / 796 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • CORPORATION RETIREMENT PLAN (#001)88%
  • RICO RETIREMENT PLAN (#002)12%
Total $22.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
88%top
  • ADP BROKER-DEALER88%
  • (Not disclosed)12%
Total $22.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CORPORATION RETIREMENT PLAN (#001)713
  • RICO RETIREMENT PLAN (#002)83
Total 796Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 580 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$722K
  • Other$422K
  • Life$413K
  • Short-term disability$413K
  • Long-term disability$413K
  • Vision$30K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • BLUE CROSS OF CALIFORNIA60%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA35%
  • VISION SERVICE PLAN3%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
  • EMPLOYEE NETWORK, INC.1%
Total $1.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • BROWN & BROWN INSURANCE SERVICES65%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC20%
  • GCG FINANCIAL LLC15%
  • IMG0%
Total $58K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PATHSTONE CORPORATION RETIREMENT PLAN

401k

Assets$20.0M
Participants713
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PATHSTONE CORPORATION PUERTO RICO RETIREMENT PLAN

ProfitSharing

Assets$2.9M
Participants83
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

PATHSTONE WELFARE BENEFITS PLAN

Mixed - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$1.2M
Covered lives580
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PATHSTONE CORPORATION RETIREMENT PLAN401k$20.0M7132025
002PATHSTONE CORPORATION PUERTO RICO RETIREMENT PLANProfitSharing$2.9M832025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520PATHSTONE WELFARE BENEFITS PLANMixedEXCELLUS BLUE CROSS BLUE SHIELD$1.2M5802025
Retirement plans
Welfare plans
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