Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.2M
- Dental$3.2M
- Prescription drug$3.2M
- Life$72K
- Other$72K
- Short-term disability$65K
- +2 more
Sponsor portfolioTH
FIDUCIARY TRUST COMPANY
EIN 04-1309690financial servicesLatest filing 2025
Plans
2
Retirement
1
$68.1M assets
Welfare
1
$3.4M premiums
Participants
357
53 STATE STREET - BOSTON, MA 02109617-482-5270fiduciary-trust.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.4M premiums / 342 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
- VISION SERVICE PLAN0%
Broker market share
Schedule A broker compensation
70%top
- PATRIOT GROWTH INSURANCE SERVICES70%
- PFG BENEFITS, INC.23%
- PROFESSIONAL GROUP PLANS INC7%
- SEQUOIA BENEFITS & INS SVCS LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN
401k
Assets$68.1M
Participants195
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FIDUCIARY TRUST COMPANY CONSOLIDATED HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$3.4M
Covered lives342
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN | 401k | $68.1M | 195 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FIDUCIARY TRUST COMPANY CONSOLIDATED HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $3.4M | 342 | 2025 |
Retirement plans
Welfare plans