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Sponsor portfolioTH

VALLEY NATIONAL BANK

EIN 22-1186387-banking-Latest filing 2025
Plans
5
Retirement
3
$1.01B assets
Welfare
2
$5.1M premiums
Participants
12,493
70 SPEEDWELL AVE. - MORRISTOWN, NJ 07960973-305-8800LinkedIn1-10 employeesbanking
Plans on this EIN
5 filings
#002ESOP-$662.7M - 5,761 part#001TraditionalDB-$274.7M - 2,443 part#004TraditionalDB-$77.0M - 266 part#511Mixed-$4.7M - 3,891 lives#512Fully Insured-$340K - 102 lives

Retirement portfolio analytics

3 plans aggregated / $1.01B assets / 8,470 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • AND INVESTMENT PLAN (#002)65%
  • NATIONAL BANK PENSION (#001)27%
  • BANK LEUMI USA (#004)8%
Total $1.01BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND INVESTMENT PLAN (#002)5,761
  • NATIONAL BANK PENSION (#001)2,443
  • BANK LEUMI USA (#004)266
Total 8,470Click row to drill in

Benefits portfolio analytics

2 plans / $5.1M premiums / 3,993 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.8M
  • Health$1.3M
  • Long-term disability$745K
  • Prescription drug$680K
  • Short-term disability$653K
  • Vision$352K
  • +1 more
Total $5.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA67%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY13%
  • AFLAC13%
  • VISION SERVICE PLAN7%
Total $5.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • GROUP ADVISORY INC53%
  • MARILYN GOLDFISCHER18%
  • MARSH & MCLENNAN AGENCY LLC12%
  • CHRIS STROUD8%
  • BANKERS COOPERATIVE GROUP, INC.4%
  • +3 more
Total $450K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

VALLEY NATIONAL BANK SAVINGS AND INVESTMENT PLAN

ESOP

Assets$662.7M
Participants5,761
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

VALLEY NATIONAL BANK PENSION PLAN

TraditionalDB

Assets$274.7M
Participants2,443
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

EMPLOYEES' RETIREMENT INCOME PLAN OF BANK LEUMI USA

TraditionalDB

Assets$77.0M
Participants266
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

VALLEY NATIONAL BANK HEALTH AND WELFARE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$4.7M
Covered lives3,891
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

BANK LEUMI RETIREE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$340K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002VALLEY NATIONAL BANK SAVINGS AND INVESTMENT PLANESOP$662.7M5,7612024
001VALLEY NATIONAL BANK PENSION PLANTraditionalDB$274.7M2,4432024
004EMPLOYEES' RETIREMENT INCOME PLAN OF BANK LEUMI USATraditionalDB$77.0M2662024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
511VALLEY NATIONAL BANK HEALTH AND WELFARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$4.7M3,8912025
512BANK LEUMI RETIREE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$340K1022025
Retirement plans
Welfare plans
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