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  2. FLAGSTAR BANK, NATIONAL ASSOCIATION
Sponsor portfolio

FLAGSTAR BANK, NATIONAL ASSOCIATION

EIN 06-1377322-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$1.20B assets
Welfare
1
$11.3M premiums
Participants
19,333
102 DUFFY AVENUE - HICKSVILLE, NY 11801516-500-6686
Plans on this EIN
3 filings
#004401k-$945.1M - 9,504 part#005TraditionalDB-$254.6M - 1,960 part#516Mixed-$11.3M - 7,565 lives

Retirement portfolio analytics

2 plans aggregated / $1.20B assets / 11,464 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • ASSOCIATION EMPLOYEE Savings (#004)79%
  • COMMUNITY BANCORP, INC. (#005)21%
Total $1.20BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
79%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE79%
  • (Not disclosed)21%
Total $1.20BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATION EMPLOYEE Savings (#004)9,504
  • COMMUNITY BANCORP, INC. (#005)1,960
Total 11,464Click row to drill in

Benefits portfolio analytics

1 plan / $11.3M premiums / 7,565 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$7.9M
  • Life$6.1M
  • Long-term disability$6.1M
  • Health$2.3M
  • Prescription drug$2.3M
  • Vision$922K
  • +1 more
Total $11.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY54%
  • METROPOLITAN LIFE INSURANCE COMPANY15%
  • KAISER FOUNDATION HEALTH PLAN INC11%
  • AETNA LIFE INSURANCE COMPANY9%
  • VISION SERVICE PLAN8%
  • +2 more
Total $11.3M7 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
  • WILLIS TOWERS WATSON US LLC0%
Total $760K2 slices

Plan deep-dives

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

FLAGSTAR BANK, NATIONAL ASSOCIATION EMPLOYEE SAVINGS PLAN

401k

Assets$945.1M
Participants9,504
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

THE RETIREMENT PLAN OF NEW YORK COMMUNITY BANCORP, INC.

TraditionalDB

Assets$254.6M
Participants1,960
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#516

FLAGSTAR FINANCIAL, INC. WRAP BENEFIT PLAN

Mixed - LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK

Premiums$11.3M
Covered lives7,565
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004FLAGSTAR BANK, NATIONAL ASSOCIATION EMPLOYEE SAVINGS PLAN401k$945.1M9,5042025
005THE RETIREMENT PLAN OF NEW YORK COMMUNITY BANCORP, INC.TraditionalDB$254.6M1,9602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
516FLAGSTAR FINANCIAL, INC. WRAP BENEFIT PLANMixedLINCOLN LIFE & ANNUITY COMPANY OF NEW YORK$11.3M7,5652024
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