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Sponsor portfolioTH

THE BANK OF GREENE COUNTY

EIN 14-0553610-banking-Latest filing 2025
Plans
4
Retirement
3
$42.6M assets
Welfare
1
$1.4M premiums
Participants
758
302 MAIN STREET - CATSKILL, NY 12414518-943-2600thebankofgreenecounty.comLinkedIn201-500 employeesbanking
Plans on this EIN
4 filings
#002401k-$25.0M - 268 part#003ESOP-$12.8M - 207 part#004TraditionalDB-$4.8M - 60 part#501Mixed-$1.4M - 211 lives

Retirement portfolio analytics

3 plans aggregated / $42.6M assets / 535 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • PLAN AND TRUST (#002)59%
  • EMPLOYEE STOCK OWNERSHIP (#003)30%
  • GREENE COUNTY PENSION (#004)11%
Total $42.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)268
  • EMPLOYEE STOCK OWNERSHIP (#003)207
  • GREENE COUNTY PENSION (#004)60
Total 535Click row to drill in

Benefits portfolio analytics

1 plan / $1.4M premiums / 211 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$1.3M
  • Vision$1.3M
  • Prescription drug$1.3M
  • Life$96K
  • Long-term disability$96K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • ANTHEM LIFE INSURANCE COMPANY95%
  • STANDARD INSURANCE COMPANY5%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • FRANK H REIS INC100%
Total $52K1 slice

Plan deep-dives

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

THE BANK OF GREENE COUNTY EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST

401k

Assets$25.0M
Participants268
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

THE BANK OF GREENE COUNTY EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$12.8M
Participants207
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

THE BANK OF GREENE COUNTY PENSION PLAN

TraditionalDB

Assets$4.8M
Participants60
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE BANK OF GREENE COUNTY HEALTH & WELFARE PLAN

Mixed - ANTHEM BLUE CROSS

Premiums$1.4M
Covered lives211
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002THE BANK OF GREENE COUNTY EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST401k$25.0M2682025
003THE BANK OF GREENE COUNTY EMPLOYEE STOCK OWNERSHIP PLANESOP$12.8M2072024
004THE BANK OF GREENE COUNTY PENSION PLANTraditionalDB$4.8M602025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE BANK OF GREENE COUNTY HEALTH & WELFARE PLANMixedANTHEM BLUE CROSS$1.4M2112024
Retirement plans
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