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Sponsor portfolioWelfare / HealthEIN 22-1186387
VALLEY NATIONAL BANK
70 SPEEDWELL AVE. · MORRISTOWN, NJ 07960
9733058800
- Plans filed
- 9
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$5.1M
No prior year
Persons covered
3,993
No prior year
Total participants
4,023
No prior year
Plans filed
9
No prior year
Plans under this sponsor
9 plans
Plan #511$4.7M
VALLEY NATIONAL BANK HEALTH AND WELFARE PLAN
Mixed3,891 covered·4 carriers
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #510$4.5M
VALLEY NATIONAL BANK - FLORIDA DIVISION
Mixed246 covered·2 carriers
Primary: BLUE CROSS BLUE SHIELD OF FLORIDA
Plan #502$3.3M
VALLEY NATIONAL BANK HEALTH CARE PLAN
Mixed2,635 covered·2 carriers
Primary: DELTA DENTAL OF NJ, INC.
Plan #501$447K
BANK LEUMI USA EMPLOYEE BENEFITS PLAN
Mixed789 covered·6 carriers
Primary: FIRST UNUM LIFE INSURANCE COMPANY
Plan #512$340K
BANK LEUMI RETIREE PLAN
Fully insured102 covered·1 carrier
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Plan #506$196K
VALLEY NATIONAL BANK HEALTH CARE PLAN VISION BENEFITS
Fully insured1,728 covered·1 carrier
Primary: VISION SERVICE PLAN
Plan #513$0
BANK LEUMI USA SEVERANCE PAY PLAN
Self-funded0 covered·0 carriers
Plan #503$0
VALLEY NATIONAL BANK SEVERANCE PLAN
Self-funded0 covered·0 carriers
Plan #507$0
VALLEY NATIONAL BANK EMPLOYEE ASSISTANCE PROGRAM
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $1.8M | 31.7% | |
| Health | $1.3M | 22.9% | |
| Long-term disability | $745K | 13.0% | |
| Prescription drug | $680K | 11.9% | |
| Short-term disability | $653K | 11.4% | |
| Vision | $352K | 6.1% | |
| Other | $175K | 3.1% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231503749 | LSTDLTDOth | $3.4M | 67.1% | 1 | 5 | 3,891 |
EIN 591031071 | HRx | $680K | 13.5% | 2 | 2 | 204 |
EIN 570514130 | H | $633K | 12.5% | 1 | 1 | 1,164 |
EIN 061227840 | V | $352K | 7.0% | 1 | 1 | 2,671 |
Broker overview
8 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GROUP ADVISORY INC | CLIFTON, NJ | LIFE INSURANCE COMPANY OF NORTH AMERICA | $237K | $0 | $237K | 52.6% | 1 |
| MARILYN GOLDFISCHER | SADDLE RIVER, NJ | CONTINENTAL AMERICAN INSURANCE COMPANY | $80K | $0 | $80K | 17.7% | 1 |
| MARSH & MCLENNAN AGENCY LLC | CONSHOHOCKEN, PA | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $5K | $51K | $56K | 12.5% | 2 |
| CHRIS STROUD | HACKETTSTOWN, NJ | CONTINENTAL AMERICAN INSURANCE COMPANY | $37K | $0 | $37K | 8.3% | 1 |
| BANKERS COOPERATIVE GROUP, INC. | CRANFORD, NJ | VISION SERVICE PLAN | $18K | $0 | $18K | 3.9% | 1 |
| WILLIS TOWERS WATSON US LLC | BOSTON, MA | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $15K | $0 | $15K | 3.4% | 2 |
| JOSHUA PAUL GROUP INC | BASKING RIDGE, NJ | CONTINENTAL AMERICAN INSURANCE COMPANY | $7K | $0 | $7K | 1.7% | 1 |
| ADAM MAGGIO | HOBOKEN, NJ | CONTINENTAL AMERICAN INSURANCE COMPANY | $8 | $0 | $8 | 0.0% | 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