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Sponsor portfolioTH

BANK HAPOALIM B.M.

EIN 13-2775750-banking-Latest filing 2025
Plans
6
Retirement
3
$128.7M assets
Welfare
3
$6.4M premiums
Participants
1,414
1120 AVENUE OF THE AMERICAS - NEW YORK, NY 10036212-782-2040LinkedIn501-1000 employeesbanking
Plans on this EIN
6 filings
#002401k-$64.1M - 391 part#001TraditionalDB-$63.1M - 430 part#003401k-$1.5M - 14 part#502Fully Insured-$6.4M - 253 lives#504Unknown-0 lives#510Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $128.7M assets / 835 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • AND INVESTMENT PLAN (#002)50%
  • HAPOALIM B.M. PENSION (#001)49%
  • FOR HOME OFFICE (#003)1%
Total $128.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HAPOALIM B.M. PENSION (#001)430
  • AND INVESTMENT PLAN (#002)391
  • FOR HOME OFFICE (#003)14
Total 835Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BANK HAPOALIM B.M. EMPLOYEE SAVINGS AND INVESTMENT PLAN

401k

Assets$64.1M
Participants391
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BANK HAPOALIM B.M. PENSION PLAN

TraditionalDB

Assets$63.1M
Participants430
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BANK HAPOALIM B.M. EMPLOYEE SAVINGS AND INVESTMENT PLAN FOR HOME OFFICE

401k

Assets$1.5M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

COMPREHENSIVE HEALTH PLAN FOR EMPLOYEES OF BANK HAPOALIM B.M.

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$6.4M
Covered lives253
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

TRAVEL ACCIDENT PLAN FOR THE EMPLOYERS OF BANK HAPOALIM B.M.

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

BANK HAPOALIM B.M. SEVERANCE PLAN

Self Funded

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

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002BANK HAPOALIM B.M. EMPLOYEE SAVINGS AND INVESTMENT PLAN401k$64.1M3912024
001BANK HAPOALIM B.M. PENSION PLANTraditionalDB$63.1M4302024
003BANK HAPOALIM B.M. EMPLOYEE SAVINGS AND INVESTMENT PLAN FOR HOME OFFICE401k$1.5M142024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502COMPREHENSIVE HEALTH PLAN FOR EMPLOYEES OF BANK HAPOALIM B.M.Fully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$6.4M2532025
504TRAVEL ACCIDENT PLAN FOR THE EMPLOYERS OF BANK HAPOALIM B.M.Unknown-$002025
510BANK HAPOALIM B.M. SEVERANCE PLANSelf Funded-$002025
Retirement plans
Welfare plans
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