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Sponsor portfolioWelfare / HealthEIN 14-1002430

RHINEBECK BANK

2 JEFFERSON PLAZA · POUGHKEEPSIE, NY 126014059
8454548555
Plans filed
3
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$198K
No prior year
Persons covered
157
No prior year
Total participants
157
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$198K
RHINEBECK BANK WELFARE BENEFIT PLAN
Mixed157 covered·2 carriers
Primary: ANTHEM BLUE CROSS
Plan #502$36K
RHINEBECK BANK SHORT TERM DISABILITY
Mixed185 covered·1 carrier
Primary: LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK
Plan #503$29K
RHINEBECK BANK LIFE INSURANCE PLAN
Fully insured153 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$96K30.4%
Vision$96K30.4%
Short-term disability$45K14.1%
Long-term disability$35K11.0%
Life$22K7.0%
Other$22K7.0%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 220832760
LSTDLTDOth
$102K51.4%13157
ANTHEM LIFE INSURANCE COMPANY
EIN 237391136
DV
$96K48.6%1195

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSHALL & STERLING EMPLOYEE BENEFIPOUGHKEEPSIE, NYANTHEM BLUE CROSS$37K$1K$39K71.3%1
AP BENEFIT ADVISORS, LLCLIVERPOOL, NYLINCOLN LIFE & ANNUITY COMPANY OF NEW YORK$9K$0$9K15.9%1
FNA INSURANCE SERVICES INCWOODBURY, NYANTHEM BLUE CROSS$0$7K$7K12.9%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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