Brian Patten & Associates
Cranberry Township, PA
Brian Patten & Associates of Cranberry Township, PA is the broker of record on 6 Form 5500 Schedule A filings covering 5 employer benefit plans across 4 states, with $255,522 in reported broker commissions (plan year 2025).
Quick answer
Brian Patten & Associates (Cranberry Township, PA) is the broker of record for 5 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Brian Patten & Associates have?
- Brian Patten & Associates is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 4 states.
- Who are Brian Patten & Associates's largest employer clients?
- By plan participants, the largest include Upmc (94,391 participants), Azuria Water Solutions, Inc. (1,896 participants) and The Pampered Chef, Ltd. (245 participants).
- How much does Brian Patten & Associates earn in commissions?
- Insurers reported $255,522 in broker commissions and $2,100 in fees paid to Brian Patten & Associates for plan year 2025, per Schedule A Part 1.
- Where is Brian Patten & Associates located?
- Brian Patten & Associates is based in Cranberry Township, PA and has employer clients in 4 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Brian Patten & Associates on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Upmc | PA | 94,391 | 2024-12-31 |
| Azuria Water Solutions, Inc. | MO | 1,896 | 2024-12-31 |
| The Pampered Chef, Ltd. | IL | 245 | 2025-12-31 |
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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.