PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Brookline Bancorp, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Brookline Bancorp, Inc.

EIN 04-3402944-banking-Latest filing 2025
Plans
3
Retirement
2
$196.3M assets
Health & Benefits
1
$1.6M premiums
Participants
3,206
PO BOX 179179 - BOSTON, MA 021179179617-927-4848brooklinebancorp.comLinkedIn501-1000 employeesbanking
Plans on this EIN
3 filings
#004401(k)-$189.1M - 1,346 part#003ESOP-$7.2M - 926 part#515Fully insured-$1.6M - 1,541 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $196.3M assets / 2,272 participants

Assets by plan

Share of aggregate retirement assets

  • BROOKLINE BANCORP 401(K) (#004)$189.1M
  • EMPLOYEE STOCK OWNERSHIP (#003)$7.2M
Total $196.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • BROOKLINE BANCORP 401(K) (#004)1,346
  • EMPLOYEE STOCK OWNERSHIP (#003)926
Total 2,272Select a row to open it

Benefits portfolio analytics

1 plan / $1.6M premiums / 1,541 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$804K
  • Other$695K
  • Life$664K
  • Short-term disability$616K
  • Long-term disability$616K
  • Vision$149K
Total $1.6M6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#004

BROOKLINE BANCORP 401(K) PLAN

401(k)

Assets$189.1M
Participants1,346
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

BROOKLINE BANCORP, INC EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$7.2M
Participants926
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#515

BROOKLINE BANCORP HEALTH AND WELFARE BENEFITS PLAN

Fully insured - DENTAL SERVICE OF MASSACHUSETTS, INC. DBA DELTA DENTAL OF MA

Premiums$1.6M
Covered lives1,541
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#004BROOKLINE BANCORP 401(K) PLAN401(k)$189.1M1,3462025
#003BROOKLINE BANCORP, INC EMPLOYEE STOCK OWNERSHIP PLANESOP$7.2M9262024
  • BROOKLINE BANCORP 401(K) PLAN$189.1M
    #004 · 401(k) · 20251,346
  • BROOKLINE BANCORP, INC EMPLOYEE STOCK OWNERSHIP PLAN$7.2M
    #003 · ESOP · 2024926

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#515BROOKLINE BANCORP HEALTH AND WELFARE BENEFITS PLANFully insuredDENTAL SERVICE OF MASSACHUSETTS, INC. DBA DELTA DENTAL OF MA$1.6M1,5412025
  • BROOKLINE BANCORP HEALTH AND WELFARE BENEFITS PLAN$1.6M
    #515 · Fully insured · DENTAL SERVICE OF MASSACHUSETTS, INC. DBA DELTA DENTAL OF MA · 20251,541
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica