PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PROVIDENT BANK
Sponsor portfolioTH

PROVIDENT BANK

EIN 22-1211130-banking-Latest filing 2025
Plans
9
Retirement
4
$576.6M assets
Welfare
5
$1.5M premiums
Participants
7,076
ATTN BENEFITS COMMITTEE, PO BOX 1001 - ISELIN, NJ 088301001732-590-9200provident.bankLinkedIn1001-5000 employeesbanking
Plans on this EIN
9 filings
#004401k-$355.1M - 2,591 part#002401k-$107.5M - 926 part#003ESOP-$58.1M - 1,317 part#001TraditionalDB-$55.9M - 371 part#511Mixed-$1.2M - 2,605 lives#501Mixed-$258K - 763 lives#503Fully Insured-$36K - 173 lives#504Fully Insured-$12K - 233 lives#505Fully Insured-$10K - 325 lives

Retirement portfolio analytics

4 plans aggregated / $576.6M assets / 5,205 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • PROVIDENT BANK 401(K) (#004)62%
  • PLAN AND TRUST (#002)19%
  • EMPLOYEE STOCK OWNERSHIP (#003)10%
  • PROVIDENT BANK PENSION (#001)10%
Total $576.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
81%top
  • (Not disclosed)81%
  • JOHN HANCOCK LIFE INSURANCE COMPANY19%
Total $576.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROVIDENT BANK 401(K) (#004)2,591
  • EMPLOYEE STOCK OWNERSHIP (#003)1,317
  • PLAN AND TRUST (#002)926
  • PROVIDENT BANK PENSION (#001)371
Total 5,205Click row to drill in

Benefits portfolio analytics

5 plans / $1.5M premiums / 4,099 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$951K
  • Long-term disability$951K
  • Other$951K
  • Vision$170K
  • Dental$83K
Total $1.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA79%
  • EYEMED VISION CARE14%
  • AETNA LIFE INSURANCE COMPANY7%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • WILLIS TOWERS WATSON US LLC99%
  • IMG1%
Total $65K2 slices

Plan deep-dives

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

PROVIDENT BANK 401(K) PLAN

401k

Assets$355.1M
Participants2,591
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST

401k

Assets$107.5M
Participants926
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PROVIDENT BANK EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$58.1M
Participants1,317
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PROVIDENT BANK PENSION PLAN

TraditionalDB

Assets$55.9M
Participants371
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

PROVIDENT BANK HEALTH AND WELFARE PLAN

Mixed - THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$1.2M
Covered lives2,605
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

LAKELAND BANCORP EMPLOYEE GROUP BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$258K
Covered lives763
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

LAKELAND BANCORP EMPLOYEE CRITICAL ILLNESS PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$36K
Covered lives173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

LAKELAND BANCORP EMPLOYEE ACCIDENT PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$12K
Covered lives233
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

LAKELAND BANCORP EMPLOYEE HOSPITAL INDEMNITY PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$10K
Covered lives325
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
004PROVIDENT BANK 401(K) PLAN401k$355.1M2,5912025
002LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST401k$107.5M9262024
003PROVIDENT BANK EMPLOYEE STOCK OWNERSHIP PLANESOP$58.1M1,3172024
001PROVIDENT BANK PENSION PLANTraditionalDB$55.9M3712024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
511PROVIDENT BANK HEALTH AND WELFARE PLANMixedTHE PRUDENTIAL INSURANCE COMPANY OF AMERICA$1.2M2,6052025
501LAKELAND BANCORP EMPLOYEE GROUP BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$258K7632024
503LAKELAND BANCORP EMPLOYEE CRITICAL ILLNESS PLANFully InsuredHARTFORD LIFE AND ACCIDENT$36K1732024
504LAKELAND BANCORP EMPLOYEE ACCIDENT PLANFully InsuredHARTFORD LIFE AND ACCIDENT$12K2332024
505LAKELAND BANCORP EMPLOYEE HOSPITAL INDEMNITY PLANFully InsuredHARTFORD LIFE AND ACCIDENT$10K3252024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica