Form 5500 · Employee benefit plan · ROCHESTER, NY
PATHSTONE
PATHSTONE's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is BROWN & BROWN INSURANCE SERVICES. Coverage is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 16-0984913 · plan 520 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 509 | December | $413,311 | $35,397 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental | 265 | December | $21,235 | $5,160 |
| EXCELLUS BLUE CROSS BLUE SHIELD | Stop-loss | 273 | December | $721,985 | $4,750 |
| VISION SERVICE PLAN | Vision | 238 | December | $30,416 | $333 |
| EMPLOYEE NETWORK, INC. | — | 580 | December | $8,839 | $0 |
Questions
Who is PATHSTONE's benefits broker?
Per its most recent Form 5500 Schedule A, PATHSTONE's broker of record is BROWN & BROWN INSURANCE SERVICES.
What insurance carrier does PATHSTONE use?
PATHSTONE's benefit plan is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA, among 5 disclosed carriers.
When does PATHSTONE's group plan renew?
The most recent Schedule A policy period for PATHSTONE ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PATHSTONE's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.