Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.0M
- Prescription drug$6.0M
- Life$125K
- Long-term disability$125K
- Other$125K
- Dental$115K
Filings through .
F.L. Putnam Investment Management Company
EIN 01-0403396Finance and InsuranceLatest filing 2025
Plans
5
Retirement
1
$38.0M assets
Health & Benefits
4
$6.3M premiums
Participants
163
5 WIDGERY WHARF, 4TH FLOOR - PORTLAND, ME 04101207-775-3197
Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.
Benefits portfolio analytics
4 plans / $6.3M premiums / 749 covered lives
See carrier and broker market share with Pro.
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
F.L. PUTNAM INVESTMENT MANAGEMENT COMPANY 401(K) PLAN
401(k)
Assets$38.0M
Participants162
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
F.L. PUTNAM MEDICAL PLAN
Fully insured - HARVARD PILGRIM HEALTH CARE
Premiums$6.0M
Covered lives151
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
F.L. PUTNAM LIFE AND AD&D PLAN
Fully insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$125K
Covered lives155
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
F.L. PUTNAM LONG TERM DISABILITY PLAN
Fully insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$125K
Covered lives155
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
F.L. PUTNAM DENTAL PLAN
Fully insured - DELTA DENTAL PLAN OF MAINE
Premiums$115K
Covered lives288
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | F.L. PUTNAM INVESTMENT MANAGEMENT COMPANY 401(K) PLAN | 401(k) | $38.0M | 162 | 2025 |
- #001 · 401(k) · 2025162
Health & Benefits plans
4 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | F.L. PUTNAM MEDICAL PLAN | Fully insured | HARVARD PILGRIM HEALTH CARE | $6.0M | 151 | 2025 |
| #504 | F.L. PUTNAM LIFE AND AD&D PLAN | Fully insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $125K | 155 | 2025 |
| #505 | F.L. PUTNAM LONG TERM DISABILITY PLAN | Fully insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $125K | 155 | 2025 |
| #502 | F.L. PUTNAM DENTAL PLAN | Fully insured | DELTA DENTAL PLAN OF MAINE | $115K | 288 | 2025 |
- #501 · Fully insured · HARVARD PILGRIM HEALTH CARE · 2025151
- #504 · Fully insured · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025155
- #505 · Fully insured · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025155
- #502 · Fully insured · DELTA DENTAL PLAN OF MAINE · 2025288
Retirement plans
Health & Benefits plans