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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 59 Form 5500 Schedule A filings covering 42 employer benefit plans across 15 states, with $2,542,648 in reported broker commissions (plan year 2025).

Employer clients
42
distinct plan sponsors
Schedule A filings
59
States served
15
Reported commissions
$2,542,648
plan year 2025
Reported fees
$35,417

Quick answer

Brian W Patten (Cranberry Township, PA) is the broker of record for 42 employer benefit plan sponsors on 59 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Brian W Patten have?
Brian W Patten is named as broker on Form 5500 Schedule A filings for 42 distinct plan sponsors in 15 states.
Who are Brian W Patten's largest employer clients?
By plan participants, the largest include Upmc (94,391 participants), Aramark Services, Inc. (26,011 participants) and Genesis Administrative Services, LLC (20,320 participants).
How much does Brian W Patten earn in commissions?
Insurers reported $2.5 million in broker commissions and $35,417 in fees paid to Brian W Patten for plan year 2025, per Schedule A Part 1.
Where is Brian W Patten located?
Brian W Patten is based in Cranberry Township, PA and has employer clients in 15 states.
How does Brian W Patten rank among benefits brokers in Pennsylvania?
Brian W Patten ranks #47 by employer clients among the 50 most active benefits brokers based in Pennsylvania.

Source: Fundz verified event record.

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
39 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.