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Form 5500 · Employee benefit plan · FORT MYERS, FL

FINEMARK NATIONAL BANK & TRUST

FINEMARK NATIONAL BANK & TRUST of FORT MYERS, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-8075599 · plan 502 · as of Jul 2026

Participants
263
Carriers on file
2
Disclosed commissions
$18,167
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental, Vision, Life, Disability295December$18,167
BLUE CROSS BLUE SHIELD OF FLORIDAHealth255December$0

Questions

Who is FINEMARK NATIONAL BANK & TRUST's benefits broker?

Per its most recent Form 5500 Schedule A, FINEMARK NATIONAL BANK & TRUST's broker of record is LOCKTON COMPANIES, LLC.

What insurance carrier does FINEMARK NATIONAL BANK & TRUST use?

FINEMARK NATIONAL BANK & TRUST's benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 2 disclosed carriers.

When does FINEMARK NATIONAL BANK & TRUST's group plan renew?

The most recent Schedule A policy period for FINEMARK NATIONAL BANK & TRUST ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from FINEMARK NATIONAL BANK & TRUST's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.