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Sponsor portfolioTH

CONNECTONE BANK

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

Retirement portfolio analytics

2 plans aggregated / $122.6M assets / 850 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • LONG ISLAND PENSION (#001)51%
  • LONG ISLAND 401(K) (#002)49%
Total $122.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
51%top
  • (Not disclosed)51%
  • THE VANGUARD GROUP, INC.49%
Total $122.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LONG ISLAND PENSION (#001)503
  • LONG ISLAND 401(K) (#002)347
Total 850Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • DELTA DENTAL OF CALIFORNIA48%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK34%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY11%
  • EYEMED VISION CARE6%
  • NATIONAL EAP1%
Total $414K5 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • HUB INTERNATIONAL MIDWEST LIMITED59%
  • FNA INSURANCE SERVICES INC25%
  • NFP INSURANCE SERVICES INC12%
  • ALLIED ADMINISTRATORS3%
Total $22K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE FIRST NATIONAL BANK OF LONG ISLAND PENSION PLAN

TraditionalDB

Assets$62.9M
Participants503
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

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

401k

Assets$59.7M
Participants347
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

THE FIRST NATIONAL BANK OF LONG ISLAND HEALTH & WELFARE PLAN

Mixed - DELTA DENTAL OF NEW YORK

Premiums$414K
Covered lives445
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE FIRST NATIONAL BANK OF LONG ISLAND PENSION PLANTraditionalDB$62.9M5032025
002THE FIRST NATIONAL BANK OF LONG ISLAND 401(K) PLAN401k$59.7M3472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506THE FIRST NATIONAL BANK OF LONG ISLAND HEALTH & WELFARE PLANMixedDELTA DENTAL OF NEW YORK$414K4452024
Retirement plans
Welfare plans
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