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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $3.2M | 32.4% | |
| Dental | $3.2M | 32.4% | |
| Prescription drug | $3.2M | 32.4% | |
| Life | $72K | 0.7% | |
| Other | $72K | 0.7% | |
| Short-term disability | $65K | 0.7% | |
| Long-term disability | $65K | 0.7% | |
| Vision | $15K | 0.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 041045815 | HRxD | $3.2M | 95.5% | 1 | 1 | 342 |
EIN 135123390 | LSTDLTDOth | $137K | 4.1% | 1 | 2 | 157 |
EIN 061227840 | V | $15K | 0.4% | 1 | 1 | 114 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PATRIOT GROWTH INSURANCE SERVICES | FORT WASHINGTON, PA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $40K | $9K | $49K | 70.4% | 1 |
| PFG BENEFITS, INC. | NEEDHAM, MA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN | $16K | $0 | $16K | 22.8% | 1 |
| PROFESSIONAL GROUP PLANS INC | HAUPPAUGE, NY | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $4K | $1K | $5K | 6.8% | 1 |
| SEQUOIA BENEFITS & INS SVCS LLC | SAM MATEO, CA | VISION SERVICE PLAN | $3 | $0 | $3 | 0.0% | 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