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  1. Companies/
  2. Connectone Bank
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Connectone Bank

EIN 11-0804410-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$122.6M assets
Health & Benefits
1
$414K premiums
Participants
1,154
275 BROADHOLLOW ROAD - MELVILLE, NY 11747516-671-4900
Plans on this EIN
3 filings
#001Traditional DB-$62.9M - 503 part#002401(k)-$59.7M - 347 part#506Mixed-$414K - 445 lives

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

Retirement portfolio analytics

2 plans aggregated / $122.6M assets / 850 participants

Assets by plan

Share of aggregate retirement assets

  • LONG ISLAND PENSION (#001)$62.9M
  • LONG ISLAND 401(K) (#002)$59.7M
Total $122.6MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$62.9M
  • THE VANGUARD GROUP, INC.$59.7M
Total $122.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • LONG ISLAND PENSION (#001)503
  • LONG ISLAND 401(K) (#002)347
Total 850Select a row to open it

Benefits portfolio analytics

1 plan / $414K premiums / 445 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$197K
  • Life$141K
  • Long-term disability$141K
  • Other$51K
  • Vision$25K
Total $414K5 rows
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Plan summaries

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

Retirement#001

THE FIRST NATIONAL BANK OF LONG ISLAND PENSION PLAN

Traditional DB

Assets$62.9M
Participants503
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

THE FIRST NATIONAL BANK OF LONG ISLAND 401(K) PLAN

401(k)

Assets$59.7M
Participants347
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#506

THE FIRST NATIONAL BANK OF LONG ISLAND HEALTH & WELFARE PLAN

Mixed - DELTA DENTAL OF NEW YORK

Premiums$414K
Covered lives445
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001THE FIRST NATIONAL BANK OF LONG ISLAND PENSION PLANTraditional DB$62.9M5032025
#002THE FIRST NATIONAL BANK OF LONG ISLAND 401(K) PLAN401(k)$59.7M3472024
  • THE FIRST NATIONAL BANK OF LONG ISLAND PENSION PLAN$62.9M
    #001 · Traditional DB · 2025503
  • THE FIRST NATIONAL BANK OF LONG ISLAND 401(K) PLAN$59.7M
    #002 · 401(k) · 2024347

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#506THE FIRST NATIONAL BANK OF LONG ISLAND HEALTH & WELFARE PLANMixedDELTA DENTAL OF NEW YORK$414K4452024
  • THE FIRST NATIONAL BANK OF LONG ISLAND HEALTH & WELFARE PLAN$414K
    #506 · Mixed · DELTA DENTAL OF NEW YORK · 2024445
Retirement plans
Health & Benefits plans

On this page

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