Form 5500 · Employee benefit plan · BOSTON, MA
FIDUCIARY TRUST COMPANY
Public Form 5500 records show how FIDUCIARY TRUST COMPANY (BOSTON, MA) structures its employee benefits. Its broker of record is PATRIOT GROWTH INSURANCE SERVICES L. Coverage is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-1309690 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Health, Dental | 342 | December | $40,001 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Life | 157 | December | $11,547 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Disability | 157 | December | $6,844 |
| VISION SERVICE PLAN | Vision | 114 | December | $926 |
Questions
Who is FIDUCIARY TRUST COMPANY's benefits broker?
Per its most recent Form 5500 Schedule A, FIDUCIARY TRUST COMPANY's broker of record is PATRIOT GROWTH INSURANCE SERVICES L.
What insurance carrier does FIDUCIARY TRUST COMPANY use?
FIDUCIARY TRUST COMPANY's benefit plan is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., among 4 disclosed carriers.
When does FIDUCIARY TRUST COMPANY's group plan renew?
The most recent Schedule A policy period for FIDUCIARY TRUST COMPANY ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from FIDUCIARY TRUST COMPANY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.