Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$48K
- Life$8K
- Long-term disability$8K
- Other$8K
Sponsor portfolioTH
JEFF BANK
EIN 14-0779859bankingLatest filing 2025
Plans
2
Retirement
1
$24.4M assets
Welfare
1
$48K premiums
Participants
253
P.O. BOX 398, 4866 STATE ROUTE 52 - JEFFERSONVILLE, NY 12748845-482-4000jeffbank.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $48K premiums / 110 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA83%
- SUN LIFE ASSURANCE COMPANY OF CANADA17%
Broker market share
Schedule A broker compensation
59%top
- PAYCHEX INSURANCE AGENCY, INC.59%
- MIKE PREIS INC.41%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JEFF BANK PENSION PLAN
TraditionalDB
Assets$24.4M
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
JEFF BANK EMPLOYEE GROUP LIFE AD&D AND DISABILITY
Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$48K
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JEFF BANK PENSION PLAN | TraditionalDB | $24.4M | 143 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | JEFF BANK EMPLOYEE GROUP LIFE AD&D AND DISABILITY | Fully Insured | FIRST UNUM LIFE INSURANCE COMPANY | $48K | 110 | 2024 |
Retirement plans
Welfare plans