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Sponsor portfolio

PEAPACK PRIVATE

EIN 22-2491488-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$122.4M assets
Welfare
1
$2.4M premiums
Participants
1,422
500 HILLS DRIVE, SUITE 300 - BEDMINSTER, NJ 07921908-719-4326
Plans on this EIN
2 filings
#002401k-$122.4M - 845 part#501Fully Insured-$2.4M - 882 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 882 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.1M
  • Life$272K
  • Short-term disability$272K
  • Long-term disability$272K
  • Other$272K
Total $2.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY89%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA11%
Total $2.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • USI INSURANCE SERVICES LLC75%
  • KISTLER TIFFANY BENEFITS21%
  • JAMES R NELLIGAN & ASSOCIATES LLC3%
  • ENROLLEASE1%
Total $319K4 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

PEAPACK PRIVATE EMPLOYEES SAVINGS AND INVESTMENT PLAN

401k

Assets$122.4M
Participants845
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PEAPACK GLADSTONE BANK

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.4M
Covered lives882
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PEAPACK PRIVATE EMPLOYEES SAVINGS AND INVESTMENT PLAN401k$122.4M8452025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PEAPACK GLADSTONE BANKFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.4M8822024
Retirement plans
Welfare plans
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