Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$544K
- Vision$544K
- Short-term disability$228K
- Long-term disability$228K
- Other$167K
- Life$116K
- +2 more
Sponsor portfolio
PATHSTONE FAMILY OFFICE, LLC
EIN 27-1957427Latest filing 2025
Plans
2
Retirement
1
$53.2M assets
Welfare
1
$1.1M premiums
Participants
1,289
10 STERLING BOULEVARD, SUITE 402 - ENGLEWOOD, NJ 07631888-750-7284
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 609 covered livesCarrier market share
Premium dollars by Schedule A carrier
55%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY55%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA22%
- STANDARD INSURANCE COMPANY11%
- KAISER FOUNDATION HEALTH PLAN INC11%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
77%top
- YORK INTERNATIONAL AGENCY LLC77%
- CENTRO BENEFITS RESEARCH LLC21%
- IMA, INC.2%
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 401(K) PLAN
401k
Assets$53.2M
Participants674
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PATHSTONE FAMILY OFFICE EMPLOYEE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$1.1M
Covered lives609
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PATHSTONE 401(K) PLAN | 401k | $53.2M | 674 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PATHSTONE FAMILY OFFICE EMPLOYEE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $1.1M | 609 | 2025 |
Retirement plans
Welfare plans