Form 5500 · Employee benefit plan · ENGLEWOOD, NJ
PATHSTONE FAMILY OFFICE, LLC
PATHSTONE FAMILY OFFICE, LLC of ENGLEWOOD, NJ files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is YORK INTERNATIONAL AGENCY, LLC. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-1957427 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental, Vision | 304 | December | $29,010 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Disability | 566 | December | $18,958 |
| STANDARD INSURANCE COMPANY | Life | 413 | December | $4,930 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 5 | December | $1,642 |
| METLIFE LEGAL PLANS | — | 47 | December | $1,626 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 5 | December | $1,492 |
Questions
Who is PATHSTONE FAMILY OFFICE, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, PATHSTONE FAMILY OFFICE, LLC's broker of record is YORK INTERNATIONAL AGENCY, LLC.
What insurance carrier does PATHSTONE FAMILY OFFICE, LLC use?
PATHSTONE FAMILY OFFICE, LLC's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, among 6 disclosed carriers.
When does PATHSTONE FAMILY OFFICE, LLC's group plan renew?
The most recent Schedule A policy period for PATHSTONE FAMILY OFFICE, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PATHSTONE FAMILY OFFICE, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.