Plan Ledger DOL Form 5500 · updated monthly

Fiduciary Trust Companybenefits

Fiduciary Trust Company Consolidated Health and Welfare Plan · BOSTON, MA · plan year 2025

Broker compensation reported · 2025
$68,949

Fiduciary Trust Company's benefits plans covered 157 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $3,207,431. Insurance brokers and agents were paid $68,949 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 2.1% of premiums. That is $439 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 13% from $79,392 in 2024.

Insurance contracts · 20254
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · health drug dental$3.2M · 342 covered
VISION SERVICE PLAN · visionpremiums n/a · 114 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 157 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · std ltdpremiums n/a · 157 covered
Brokers & agents paid · 20256
PATRIOT GROWTH INSURANCE SERVICES L$47,481 · incl $7,480 fees
PFG BENEFITS$14,812
PROFESSIONAL GROUP PLANS INC$4,656 · incl $1,077 fees
PATRIOT GROWTH INSURANCE SERVICES$1,074 · incl $1,074 fees
PFG BENEFITS, INC.$923
SEQUOIA BENEFITS AND INSURANCE SERV$3
Also brokered by Patriot Growth Insurance Services L5

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 041309690 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.