Form 5500 · Employee benefit plan · ITHACA, NY
TOMPKINS FINANCIAL CORPORATION
TOMPKINS FINANCIAL CORPORATION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is TOMPKINS INSURANCE AGENCIES. Coverage is written through SUN LIFE AND HEALTH INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 16-1482357 · plan 520 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE AND HEALTH INSURANCE COMPANY | Life, Disability | 1,285 | December | $62,437 |
| SUN LIFE AND HEALTH INSURANCE COMPANY | Stop-loss | 672 | December | $34,254 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 1,385 | December | $19,699 |
| HARTFORD LIFE AND ACCIDENT | — | 316 | December | $16,027 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life, Disability | 2,013 | December | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 796 | December | $0 |
Questions
Who is TOMPKINS FINANCIAL CORPORATION's benefits broker?
Per its most recent Form 5500 Schedule A, TOMPKINS FINANCIAL CORPORATION's broker of record is TOMPKINS INSURANCE AGENCIES.
What insurance carrier does TOMPKINS FINANCIAL CORPORATION use?
TOMPKINS FINANCIAL CORPORATION's benefit plan is written through SUN LIFE AND HEALTH INSURANCE COMPANY, among 6 disclosed carriers.
When does TOMPKINS FINANCIAL CORPORATION's group plan renew?
The most recent Schedule A policy period for TOMPKINS FINANCIAL CORPORATION ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from TOMPKINS FINANCIAL CORPORATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.