Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
RHINEBECK BANK
EIN 14-1002430bankingLatest filing 2025
Plans
4
Retirement
3
$56.3M assets
Welfare
1
$198K premiums
Participants
724
2 JEFFERSON PLAZA - POUGHKEEPSIE, NY 126014059845-454-8555rhinebeckbank.comLinkedIn51-200 employeesbanking
Retirement portfolio analytics
3 plans aggregated / $56.3M assets / 567 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $198K premiums / 157 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$96K
- Vision$96K
- Short-term disability$45K
- Long-term disability$35K
- Life$22K
- Other$22K
Carrier market share
Premium dollars by Schedule A carrier
51%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY51%
- ANTHEM LIFE INSURANCE COMPANY49%
Broker market share
Schedule A broker compensation
71%top
- MARSHALL & STERLING EMPLOYEE BENEFI71%
- AP BENEFIT ADVISORS, LLC16%
- FNA INSURANCE SERVICES INC13%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
RHINEBECK BANK 401(K) PLAN
401k
Assets$33.4M
Participants240
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE RETIREMENT PLAN OF RHINEBECK SAVINGS BANK
TraditionalDB
Assets$19.0M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
RHINEBECK BANK EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$4.0M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
RHINEBECK BANK WELFARE BENEFIT PLAN
Mixed - ANTHEM BLUE CROSS
Premiums$198K
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | RHINEBECK BANK 401(K) PLAN | 401k | $33.4M | 240 | 2025 | |
| 001 | THE RETIREMENT PLAN OF RHINEBECK SAVINGS BANK | TraditionalDB | $19.0M | 180 | 2025 | |
| 006 | RHINEBECK BANK EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $4.0M | 147 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | RHINEBECK BANK WELFARE BENEFIT PLAN | Mixed | ANTHEM BLUE CROSS | $198K | 157 | 2025 |
Retirement plans
Welfare plans