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Sponsor portfolioTH

ISRAEL DISCOUNT BANK OF NEW YORK

EIN 13-5596781-Latest filing 2025
Plans
7
Retirement
1
$165.6M assets
Welfare
6
$3.0M premiums
Participants
2,273
1114 AVENUE OF THE AMERICAS - NEW YORK, NY 100367703212-551-8500
Plans on this EIN
7 filings
#002401k-$165.6M - 903 part#508Mixed-$1.5M - 1,125 lives#501Mixed-$1.5M - 1,125 lives#503Fully Insured-$24K - 218 lives#504Fully Insured-533 lives#505Self Funded-0 lives#506Self Funded-0 lives

Benefits portfolio analytics

6 plans / $3.0M premiums / 3,001 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.1M
  • Other$433K
  • Long-term disability$339K
  • Health$197K
  • Prescription drug$197K
  • Vision$78K
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • COMPANION LIFE INSURANCE COMPANY52%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY23%
  • KAISER FOUNDATION HEALTH PLAN INC13%
  • EYEMED VISION CARE5%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
  • +2 more
Total $1.5M7 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • LOCKTON COMPANIES, LLC86%
  • FMLASOURCE INC7%
  • REUBEN WARNER ASSOCIATES, INC.6%
Total $146K3 slices

Plan deep-dives

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

ISRAEL DISCOUNT BANK OF NEW YORK SAVINGS AND INVESTMENT PLAN

401k

Assets$165.6M
Participants903
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

ISRAEL DISCOUNT BANK OF NEW YORK HEALTH AND WELFARE PLAN

Mixed - COMPANION LIFE INSURANCE COMPANY

Premiums$1.5M
Covered lives1,125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

GROUP INSURANCE PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK

Mixed - COMPANION LIFE INSURANCE COMPANY

Premiums$1.5M
Covered lives1,125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

VOLUNTARY GROUP ACCIDENT INSURANCE FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK

Fully Insured - NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA

Premiums$24K
Covered lives218
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

GROUP TRAVEL ACCIDENT INSURANCE FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK

Fully Insured - NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA

Premiums$0
Covered lives533
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

IDB FLEX PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

ISRAEL DISCOUNT BANK OF NEW YORK SEVERANCE PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ISRAEL DISCOUNT BANK OF NEW YORK SAVINGS AND INVESTMENT PLAN401k$165.6M9032024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
508ISRAEL DISCOUNT BANK OF NEW YORK HEALTH AND WELFARE PLANMixedCOMPANION LIFE INSURANCE COMPANY$1.5M1,1252025
501GROUP INSURANCE PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORKMixedCOMPANION LIFE INSURANCE COMPANY$1.5M1,1252024
503VOLUNTARY GROUP ACCIDENT INSURANCE FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORKFully InsuredNATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA$24K2182024
504GROUP TRAVEL ACCIDENT INSURANCE FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORKFully InsuredNATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA$05332024
505IDB FLEX PLANSelf Funded-$002024
506ISRAEL DISCOUNT BANK OF NEW YORK SEVERANCE PLANSelf Funded-$002025
Retirement plans
Welfare plans
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