Assets by plan
Share of aggregate retirement assets
79%top
Sponsor portfolio
CONNECTONE BANK
EIN 20-1172127bankingLatest filing 2025
Plans
3
Retirement
2
$75.3M assets
Welfare
1
$9.9M premiums
Participants
1,678
301 SYLVAN AVENUE - ENGLEWOOD CLIFFS, NJ 07632844-266-2548connectonebank.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $75.3M assets / 885 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $9.9M premiums / 785 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$8.7M
- Other$1.2M
- Dental$1.1M
- Vision$1.1M
- Life$1.1M
- Short-term disability$1.1M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
87%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY87%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
51%top
- GALLAGHER BENEFIT SERVICES, INC.51%
- OTTERSTEDT INS AGENCY INC33%
- DONALD C SAVOY INC15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CONNECTONE BANK 401K PLAN
401k
Assets$59.6M
Participants722
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
UNION CENTER NATIONAL BANK PENSION TRUST
TraditionalDB
Assets$15.7M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CONNECTONE BANK WELFARE BENEFITS PLAN
Fully Insured - CIGNA HEALTH & LIFE INSURANCE COMPANY
Premiums$9.9M
Covered lives785
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONNECTONE BANK 401K PLAN | 401k | $59.6M | 722 | 2024 | |
| 002 | UNION CENTER NATIONAL BANK PENSION TRUST | TraditionalDB | $15.7M | 163 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CONNECTONE BANK WELFARE BENEFITS PLAN | Fully Insured | CIGNA HEALTH & LIFE INSURANCE COMPANY | $9.9M | 785 | 2025 |
Retirement plans
Welfare plans