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Sponsor portfolioTH

BROOKLINE BANCORP, INC.

EIN 04-3402944-banking-Latest filing 2025
Plans
3
Retirement
2
$176.0M assets
Welfare
1
$1.6M premiums
Participants
3,211
131 CLARENDON STREET - BOSTON, MA 02116617-927-4848brooklinebancorp.comLinkedIn501-1000 employeesbanking
Plans on this EIN
3 filings
#004401k-$168.7M - 1,351 part#003ESOP-$7.2M - 926 part#515Fully Insured-$1.6M - 1,541 lives

Retirement portfolio analytics

2 plans aggregated / $176.0M assets / 2,277 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • BROOKLINE BANCORP 401(K) (#004)96%
  • EMPLOYEE STOCK OWNERSHIP (#003)4%
Total $176.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BROOKLINE BANCORP 401(K) (#004)1,351
  • EMPLOYEE STOCK OWNERSHIP (#003)926
Total 2,277Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • DELTA DENTAL OF CALIFORNIA49%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA42%
  • VISION SERVICE PLAN9%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $89K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

BROOKLINE BANCORP 401(K) PLAN

401k

Assets$168.7M
Participants1,351
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BROOKLINE BANCORP, INC EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$7.2M
Participants926
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#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
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004BROOKLINE BANCORP 401(K) PLAN401k$168.7M1,3512024
003BROOKLINE BANCORP, INC EMPLOYEE STOCK OWNERSHIP PLANESOP$7.2M9262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
515BROOKLINE BANCORP HEALTH AND WELFARE BENEFITS PLANFully InsuredDENTAL SERVICE OF MASSACHUSETTS, INC. DBA DELTA DENTAL OF MA$1.6M1,5412025
Retirement plans
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