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Sponsor portfolioWelfare / HealthEIN 27-1957427
PATHSTONE FAMILY OFFICE, LLC
10 STERLING BOULEVARD · ENGLEWOOD, NJ 07631
8887507284
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
609
No prior year
Total participants
615
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 |
|---|---|---|---|
| Dental | $544K | 26.5% | |
| Vision | $544K | 26.5% | |
| Short-term disability | $228K | 11.1% | |
| Long-term disability | $228K | 11.1% | |
| Other | $167K | 8.2% | |
| Life | $116K | 5.7% | |
| Health | $113K | 5.5% | |
| Prescription drug | $113K | 5.5% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | DVOth | $581K | 55.3% | 1 | 2 | 606 |
EIN 135123390 | STDLTD | $228K | 21.6% | 1 | 1 | 609 |
EIN 930242990 | LOth | $116K | 11.0% | 1 | 1 | 597 |
EIN 941340523 | HRx | $113K | 10.7% | 1 | 1 | 17 |
EIN 341650967 | Oth | $14K | 1.3% | 1 | 1 | 63 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| YORK INTERNATIONAL AGENCY LLC | HARRISON, NY | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, STANDARD INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN, INC. | $71K | $0 | $71K | 77.1% | 1 |
| CENTRO BENEFITS RESEARCH LLC | BEACHWOOD, OH | STANDARD INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $11K | $8K | $19K | 20.6% | 1 |
| IMA, INC. | ENGLEWOOD, NJ | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $0 | $2K | $2K | 2.3% | 1 |
History & trajectory
3 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