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Benefits Intelligence/Broker Directory/Pennsylvania

Brian W Patten

Cranberry Township, PA

Brian W Patten of Cranberry Township, PA is the broker of record on 54 Form 5500 Schedule A filings covering 41 employer benefit plans across 15 states, with $2,530,356 in reported broker commissions (plan year 2025).

Employer clients
41
distinct plan sponsors
Schedule A filings
54
States served
15
Reported commissions
$2,530,356
plan year 2025
Reported fees
$35,411

Employer clients

Plan sponsors naming Brian W Patten on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
UpmcPA94,3912024-12-31
Aramark Services, Inc.PA26,0112025-12-31
Genesis Administrative Services, LLCPA20,3202024-12-31
38 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.