Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $49.2M assets / 474 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $2.2M premiums / 182 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
Fully insured - HORIZON HEALTHCARE SERVICES, INC
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | BLUE FOUNDRY BANK EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $27.8M | 178 | 2025 |
| #003 | BLUE FOUNDRY BANK 401(K) PLAN | 401(k) | $21.4M | 296 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BLUE FOUNDRY BANK HEALTH AND WELFARE PLAN | Fully insured | HORIZON HEALTHCARE SERVICES, INC | $2.2M | 182 | 2025 |