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  2. WEBSTER BANK, N. A.
Sponsor portfolio

WEBSTER BANK, N. A.

EIN 06-0273620-Finance and Insurance-Latest filing 2025
Plans
6
Retirement
2
$1.51B assets
Welfare
4
$8.2M premiums
Participants
18,770
ONE JERICHO PLAZA - JERICHO, NY 11753516-327-7503
Plans on this EIN
6 filings
#003401k-$1.28B - 6,552 part#004TraditionalDB-$221.1M - 2,792 part#508Fully Insured-$8.2M - 7,421 lives#520Fully Insured-$13K - 4,256 lives#506Self Funded-0 lives#521Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $1.51B assets / 9,344 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • BANK RETIREMENT Savings (#003)85%
  • WEBSTER BANK PENSION (#004)15%
Total $1.51BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BANK RETIREMENT Savings (#003)6,552
  • WEBSTER BANK PENSION (#004)2,792
Total 9,344Click row to drill in

Benefits portfolio analytics

4 plans / $8.2M premiums / 11,677 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$4.1M
  • Other$3.5M
  • Life$2.7M
  • Short-term disability$2.7M
  • Long-term disability$2.7M
  • Vision$394K
  • +2 more
Total $8.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • DELTA DENTAL OF CALIFORNIA51%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA34%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY8%
  • EYEMED VISION CARE5%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • +1 more
Total $8.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • WILLIS TOWERS WATSON US LLC93%
  • ALLIANT INSURANCE SERVICES, INC.11%
  • HILB GROUP OF NEW ENGLAND0%
  • IMG0%
  • BENEFITSTORE INC-5%
Total $257K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

WEBSTER BANK RETIREMENT SAVINGS PLAN

401k

Assets$1.28B
Participants6,552
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

WEBSTER BANK PENSION PLAN

TraditionalDB

Assets$221.1M
Participants2,792
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

WEBSTER BANK GROUP INSURANCE PLAN

Fully Insured - DELTA DENTAL OF NEW JERSEY, INC.

Premiums$8.2M
Covered lives7,421
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520

BUSINESS TRIP INSURANCE

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$13K
Covered lives4,256
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

STERLING NATIONAL BANK SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#521

WEBSTER BANK, NATIONAL ASSOCIATION SEVERANCE PAY PLAN FOR EMPLOYEES

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003WEBSTER BANK RETIREMENT SAVINGS PLAN401k$1.28B6,5522025
004WEBSTER BANK PENSION PLANTraditionalDB$221.1M2,7922025

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
508WEBSTER BANK GROUP INSURANCE PLANFully InsuredDELTA DENTAL OF NEW JERSEY, INC.$8.2M7,4212025
520BUSINESS TRIP INSURANCEFully InsuredHARTFORD LIFE AND ACCIDENT$13K4,2562024
506STERLING NATIONAL BANK SEVERANCE PAY PLANSelf Funded-$002024
521WEBSTER BANK, NATIONAL ASSOCIATION SEVERANCE PAY PLAN FOR EMPLOYEESSelf Funded-$002025
Retirement plans
Welfare plans
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