Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Rhinebeck Bank
EIN 14-1002430bankingLatest filing 2025
Plans
4
Retirement
3
$57.2M assets
Health & Benefits
1
$198K premiums
Participants
720
2 JEFFERSON PLAZA - POUGHKEEPSIE, NY 126014059845-454-8555rhinebeckbank.comLinkedIn51-200 employeesbanking
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $57.2M assets / 563 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $198K premiums / 157 covered lives
Coverage 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
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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#005
RHINEBECK BANK 401(K) PLAN
401(k)
Assets$33.4M
Participants240
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
THE RETIREMENT PLAN OF RHINEBECK SAVINGS BANK
Traditional DB
Assets$19.0M
Participants180
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#006
RHINEBECK BANK EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$4.9M
Participants143
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
RHINEBECK BANK WELFARE BENEFIT PLAN
Mixed - ANTHEM BLUE CROSS
Premiums$198K
Covered lives157
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #005 | RHINEBECK BANK 401(K) PLAN | 401(k) | $33.4M | 240 | 2025 |
| #001 | THE RETIREMENT PLAN OF RHINEBECK SAVINGS BANK | Traditional DB | $19.0M | 180 | 2025 |
| #006 | RHINEBECK BANK EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $4.9M | 143 | 2025 |
- #005 · 401(k) · 2025240
- #001 · Traditional DB · 2025180
- #006 · ESOP · 2025143
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | RHINEBECK BANK WELFARE BENEFIT PLAN | Mixed | ANTHEM BLUE CROSS | $198K | 157 | 2025 |
- #501 · Mixed · ANTHEM BLUE CROSS · 2025157
Retirement plans
Health & Benefits plans