Form 5500 · Employee benefit plan · STAMFORD, CT
PATRIOT BANK N.A.
Public Form 5500 records show how PATRIOT BANK N.A. (STAMFORD, CT) structures its employee benefits. Its broker of record is HP PLANNING, LLC. Coverage is written through UNITED HEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 06-1364615 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED HEALTHCARE INSURANCE COMPANY | Health | 102 | December | $59,297 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 121 | December | $17,846 |
Questions
Who is PATRIOT BANK N.A.'s benefits broker?
Per its most recent Form 5500 Schedule A, PATRIOT BANK N.A.'s broker of record is HP PLANNING, LLC.
What insurance carrier does PATRIOT BANK N.A. use?
PATRIOT BANK N.A.'s benefit plan is written through UNITED HEALTHCARE INSURANCE COMPANY, among 2 disclosed carriers.
When does PATRIOT BANK N.A.'s group plan renew?
The most recent Schedule A policy period for PATRIOT BANK N.A. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PATRIOT BANK N.A.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.