Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$25.0M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
3 plans aggregated / $39.5M assets / 536 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $1.3M premiums / 221 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
Traditional DB
Mixed - ANTHEM BLUE CROSS
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | THE BANK OF GREENE COUNTY EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST | 401(k) | $25.0M | 268 | 2025 |
| #003 | THE BANK OF GREENE COUNTY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $9.7M | 208 | 2025 |
| #004 | THE BANK OF GREENE COUNTY PENSION PLAN | Traditional DB | $4.8M | 60 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | THE BANK OF GREENE COUNTY HEALTH & WELFARE PLAN | Mixed | ANTHEM BLUE CROSS | $1.3M | 221 | 2025 |