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Sponsor portfolioWelfare / HealthEIN 16-0984913
PATHSTONE
400 EAST AVENUE · ROCHESTER, NY 14607
5853403711
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
580
No prior year
Total participants
509
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $722K | 29.6% | |
| Other | $422K | 17.3% | |
| Life | $413K | 17.0% | |
| Short-term disability | $413K | 17.0% | |
| Long-term disability | $413K | 17.0% | |
| Vision | $30K | 1.2% | |
| Dental | $21K | 0.9% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 150329043 | SL | $722K | 60.4% | 1 | 1 | 273 |
EIN 221211670 | LSTDLTDOth | $413K | 34.6% | 1 | 1 | 509 |
EIN 222777159 | V | $30K | 2.5% | 1 | 1 | 238 |
EIN 135123390 | D | $21K | 1.8% | 1 | 1 | 265 |
EIN 161285790 | Oth | $9K | 0.7% | 1 | 1 | 580 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES | ROCHESTER, NY | VISION SERVICE PLAN, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, EXCELLUS BLUE CROSS BLUE SHIELD, PRUDENTIAL INSURANCE COMPANY OF AMERICA | $37K | $326 | $37K | 64.7% | 1 |
| STRATEGIC NON-MEDICAL SOLUTIONS LLC | BOSTON, MA | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $12K | $12K | 20.0% | 1 |
| GCG FINANCIAL LLC | DEERFIELD, IL | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $9K | $0 | $9K | 15.1% | 1 |
| IMG | INDIANAPOLIS, IN | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $119 | $119 | 0.2% | 1 |
History & trajectory
11 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