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Sponsor portfolioWelfare / HealthEIN 04-1309690

FIDUCIARY TRUST COMPANY

53 STATE STREET · BOSTON, MA 02109
6174825270
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$3.4M
No prior year
Persons covered
342
No prior year
Total participants
162
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.4M
FIDUCIARY TRUST COMPANY CONSOLIDATED HEALTH AND WELFARE PLAN
Fully insured342 covered·3 carriers
Primary: BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.2M32.4%
Dental$3.2M32.4%
Prescription drug$3.2M32.4%
Life$72K0.7%
Other$72K0.7%
Short-term disability$65K0.7%
Long-term disability$65K0.7%
Vision$15K0.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 041045815
HRxD
$3.2M95.5%11342
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LSTDLTDOth
$137K4.1%12157
VISION SERVICE PLAN
EIN 061227840
V
$15K0.4%11114

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PATRIOT GROWTH INSURANCE SERVICESFORT WASHINGTON, PATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$40K$9K$49K70.4%1
PFG BENEFITS, INC.NEEDHAM, MATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN$16K$0$16K22.8%1
PROFESSIONAL GROUP PLANS INCHAUPPAUGE, NYTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$4K$1K$5K6.8%1
SEQUOIA BENEFITS & INS SVCS LLCSAM MATEO, CAVISION SERVICE PLAN$3$0$30.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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