PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. FLAGSTAR FINANCIAL, INC.
Sponsor portfolio

FLAGSTAR FINANCIAL, INC.

EIN 06-1377322-Finance and Insurance-Latest filing 2024
Plans
3
Retirement
2
$1.17B assets
Welfare
1
$11.3M premiums
Participants
29,645
102 DUFFY AVENUE - HICKSVILLE, NY 11801516-500-6686
Plans on this EIN
3 filings
#004401k-$917.8M - 19,816 part#005TraditionalDB-$254.6M - 1,960 part#516Mixed-$11.3M - 7,565 lives

Retirement portfolio analytics

2 plans aggregated / $1.17B assets / 21,776 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • INC. EMPLOYEE Savings (#004)78%
  • COMMUNITY BANCORP, INC. (#005)22%
Total $1.17BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
78%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE78%
  • (Not disclosed)22%
Total $1.17BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. EMPLOYEE Savings (#004)19,816
  • COMMUNITY BANCORP, INC. (#005)1,960
Total 21,776Click 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 FINANCIAL, INC. EMPLOYEE SAVINGS PLAN

401k

Assets$917.8M
Participants19,816
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 FINANCIAL, INC. EMPLOYEE SAVINGS PLAN401k$917.8M19,8162024
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
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica