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Sponsor portfolioWelfare / HealthEIN 26-2436838
FIELDPOINT PRIVATE BANK & TRUST
ONE GREENWICH PLAZA · GREENWICH, CT 06830
2034139300
- Plans filed
- 1
- Years active
- 2021–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$167K
No prior year
Persons covered
84
No prior year
Total participants
84
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 |
|---|---|---|---|
| Dental | $167K | 20.0% | |
| Vision | $167K | 20.0% | |
| Life | $167K | 20.0% | |
| Long-term disability | $167K | 20.0% | |
| Other | $167K | 20.0% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135123390 | DVLLTDOth | $167K | 100.0% | 1 | 1 | 84 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | RIO GRANDE, NJ | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $16K | $5K | $20K | 104.9% | 1 |
| NEW YORK RHB, LLC | GREENWICH, CT | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | -$47 | $0 | -$47 | -0.2% | 1 |
| RUSSELL J CARPENTIERI | JUNO BEACH, FL | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | -$901 | $0 | -$901 | -4.7% | 1 |
History & trajectory
5 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