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Sponsor portfolio

FLUSHING BANK

EIN 41-2231564-financial services-Latest filing 2025
Plans
3
Retirement
2
$154.7M assets
Welfare
1
$9.3M premiums
Participants
1,598
220 RXR PLAZA - UNIONDALE, NY 11556718-961-5400flushingbank.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
3 filings
#002401k-$135.6M - 768 part#001TraditionalDB-$19.1M - 225 part#503Fully Insured-$9.3M - 667 lives

Retirement portfolio analytics

2 plans aggregated / $154.7M assets / 993 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • BANK 401(K) Savings (#002)88%
  • OF FLUSHING BANK (#001)12%
Total $154.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BANK 401(K) Savings (#002)768
  • OF FLUSHING BANK (#001)225
Total 993Click row to drill in

Benefits portfolio analytics

1 plan / $9.3M premiums / 667 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.7M
  • Dental$8.6M
  • Vision$8.6M
  • Other$586K
  • Life$410K
  • Short-term disability$325K
  • +2 more
Total $9.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNITEDHEALTHCARE INSURANCE COMPANY96%
  • STANDARD INSURANCE COMPANY3%
  • COMPANION LIFE INSURANCE COMPANY1%
  • ANTHEM LIFE INSURANCE COMPANY1%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY0%
  • +3 more
Total $9.3M8 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • IIG49%
  • PREMIER BENEFIT PLANS INC31%
  • NEWPORT GROUP16%
  • FNA INSURANCE SERVICES INC3%
  • GALLAGHER BENEFIT SERVICES, INC.0%
Total $1.9M5 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

FLUSHING BANK 401(K) SAVINGS PLAN

401k

Assets$135.6M
Participants768
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE RETIREMENT PLAN OF FLUSHING BANK

TraditionalDB

Assets$19.1M
Participants225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

FLUSHING BANK EMPLOYEE BENEFITS PLAN

Fully Insured - UNITED HEALTHCARE

Premiums$9.3M
Covered lives667
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FLUSHING BANK 401(K) SAVINGS PLAN401k$135.6M7682025
001THE RETIREMENT PLAN OF FLUSHING BANKTraditionalDB$19.1M2252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503FLUSHING BANK EMPLOYEE BENEFITS PLANFully InsuredUNITED HEALTHCARE$9.3M6672024
Retirement plans
Welfare plans
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