Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$167K
- Vision$167K
- Life$167K
- Long-term disability$167K
- Other$167K
Sponsor portfolio
FIELDPOINT PRIVATE BANK & TRUST
EIN 26-2436838bankingLatest filing 2025
Plans
2
Retirement
1
$7.2M assets
Welfare
1
$167K premiums
Participants
214
ONE GREENWICH PLAZA, SUITE A, SECOND FLOOR - GREENWICH, CT 06830203-413-9300fieldpointbank.comLinkedIn1-10 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $167K premiums / 84 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
105%top
- MARSH & MCLENNAN AGENCY LLC105%
- NEW YORK RHB, LLC-0%
- RUSSELL J CARPENTIERI-5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FIELDPOINT PRIVATE BANK & TRUS 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$7.2M
Participants130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FIELDPOINT PRIVATE BANK & TRUST EMPLOYEE BENEFITS PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$167K
Covered lives84
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FIELDPOINT PRIVATE BANK & TRUS 401(K) PROFIT SHARING PLAN & TRUST | 401k | $7.2M | 130 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FIELDPOINT PRIVATE BANK & TRUST EMPLOYEE BENEFITS PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $167K | 84 | 2025 |
Retirement plans
Welfare plans