Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 06-1364615
PATRIOT BANK, N.A.
900 BEDFORD STREET · STRAMFORD, CT 06901
2032525930
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
335
No prior year
Total participants
116
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.6M | 58.5% | |
| Dental | $194K | 6.9% | |
| Vision | $194K | 6.9% | |
| Life | $194K | 6.9% | |
| Short-term disability | $194K | 6.9% | |
| Long-term disability | $194K | 6.9% | |
| Other | $194K | 6.9% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | H | $1.6M | 89.4% | 1 | 1 | 335 |
EIN 135123390 | DVLSTDLTDOth | $194K | 10.6% | 1 | 1 | 112 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| VENBROOK INSURANCE SERVICES | WOODLAND HILLS, CA | UNITEDHEALTHCARE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $52K | $0 | $52K | 61.4% | 1 |
| GALLAGHER BENEFIT SERVICES, INC. | CLINTON, IN | UNITEDHEALTHCARE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $23K | $0 | $23K | 27.7% | 1 |
| HP PLANNING LLC | NORWALK, CT | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | $0 | $5K | 6.5% | 1 |
| GCG FINANCIAL LLC | DEERFIELD, IL | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $0 | $4K | $4K | 4.5% | 1 |
History & trajectory
9 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan