Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$809K
- Dental$809K
- Vision$809K
- Other$123K
- Life$35K
- Long-term disability$33K
Sponsor portfolio
PONCE BANK
EIN 82-2922475bankingLatest filing 2025
Plans
2
Retirement
1
$38.5M assets
Welfare
1
$1.0M premiums
Participants
580
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.0M premiums / 232 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY81%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK7%
Broker market share
Schedule A broker compensation
59%top
- HP PLANNING LLC59%
- PROFESSIONAL GROUP PLANS INC36%
- GCG FINANCIAL LLC3%
- ARCHON LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
PONCE BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISIONS
ESOP
Assets$38.5M
Participants371
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PONCE BANK WELFARE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.0M
Covered lives232
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | PONCE BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISIONS | ESOP | $38.5M | 371 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PONCE BANK WELFARE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.0M | 232 | 2025 |
Retirement plans
Welfare plans