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Sponsor portfolioTH

BLUE FOUNDRY BANK

EIN 22-0780922-banking-Latest filing 2025
Plans
3
Retirement
2
$49.2M assets
Welfare
1
$2.2M premiums
Participants
657
19 PARK AVENUE - RUTHERFORD, NJ 07070201-507-3180bluefoundrybank.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#004ESOP-$27.8M - 178 part#003401k-$21.4M - 296 part#501Fully Insured-$2.2M - 182 lives

Retirement portfolio analytics

2 plans aggregated / $49.2M assets / 474 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • EMPLOYEE STOCK OWNERSHIP (#004)57%
  • FOUNDRY BANK 401(K) (#003)43%
Total $49.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOUNDRY BANK 401(K) (#003)296
  • EMPLOYEE STOCK OWNERSHIP (#004)178
Total 474Click row to drill in

Benefits portfolio analytics

1 plan / $2.2M premiums / 182 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$113K
  • Short-term disability$109K
  • Life$89K
  • Dental$63K
  • Vision$63K
  • +2 more
Total $2.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • HORIZON HEALTHCARE SERVICES, INC.90%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA7%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ACRISURE LLC100%
Total $120K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

BLUE FOUNDRY BANK EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$27.8M
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BLUE FOUNDRY BANK 401(K) PLAN

401k

Assets$21.4M
Participants296
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BLUE FOUNDRY BANK HEALTH AND WELFARE PLAN

Fully Insured - HORIZON HEALTHCARE SERVICES, INC

Premiums$2.2M
Covered lives182
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004BLUE FOUNDRY BANK EMPLOYEE STOCK OWNERSHIP PLANESOP$27.8M1782025
003BLUE FOUNDRY BANK 401(K) PLAN401k$21.4M2962025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BLUE FOUNDRY BANK HEALTH AND WELFARE PLANFully InsuredHORIZON HEALTHCARE SERVICES, INC$2.2M1822025
Retirement plans
Welfare plans
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