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Sponsor portfolioTH

AMBOY BANCORPORATION

EIN 22-1294443-Finance and Insurance-Latest filing 2024
Plans
3
Retirement
2
$130.7M assets
Welfare
1
$2.4M premiums
Participants
898
3590 US HIGHWAY 9 - OLD BRIDGE, NJ 08857732-591-8700
Plans on this EIN
3 filings
#002ESOP-$105.2M - 397 part#003401k-$25.4M - 315 part#501Mixed-$2.4M - 251 lives

Retirement portfolio analytics

2 plans aggregated / $130.7M assets / 712 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • EMPLOYEE STOCK OWNERSHIP (#002)81%
  • PLAN AND TRUST (#003)19%
Total $130.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)397
  • PLAN AND TRUST (#003)315
Total 712Click row to drill in

Benefits portfolio analytics

1 plan / $2.4M premiums / 251 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Dental$2.3M
  • Prescription drug$2.3M
  • Other$71K
  • Life$65K
  • Long-term disability$22K
Total $2.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY96%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY4%
  • MAGELLAN HEALTHCARE0%
Total $2.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • CUSTOMIZED BENEFIT SOLUTIONS80%
  • BANKERS COOPERATIVE GROUP, INC.15%
  • JAMES R NELLIGAN & ASSOCIATES LLC5%
  • SAVOY ASSOCIATES1%
Total $81K4 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

AMBOY BANCORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$105.2M
Participants397
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

AMBOY BANCORPORATION 401K PLAN AND TRUST

401k

Assets$25.4M
Participants315
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMBOY BANCORPORATION ERISA WRAP PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.4M
Covered lives251
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AMBOY BANCORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$105.2M3972024
003AMBOY BANCORPORATION 401K PLAN AND TRUST401k$25.4M3152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMBOY BANCORPORATION ERISA WRAP PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.4M2512024
Retirement plans
Welfare plans
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