Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$48K
- Life$8K
- Long-term disability$8K
- Other$8K
Filings through .
Top hat
Jeff Bank
EIN 14-0779859bankingLatest filing 2025
Plans
2
Retirement
1
$24.4M assets
Health & Benefits
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 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $48K premiums / 110 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
JEFF BANK PENSION PLAN
Traditional DB
Assets$24.4M
Participants143
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505
JEFF BANK EMPLOYEE GROUP LIFE AD&D AND DISABILITY
Fully insured - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$48K
Covered lives110
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | JEFF BANK PENSION PLAN | Traditional DB | $24.4M | 143 | 2025 |
- JEFF BANK PENSION PLAN$24.4M#001 · Traditional DB · 2025143
Health & Benefits plans
1 plan on this EIN
| 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 |
- #505 · Fully insured · FIRST UNUM LIFE INSURANCE COMPANY · 2024110
Retirement plans
Health & Benefits plans