Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.7M
- Other$189K
- Life$168K
- Short-term disability$168K
- Long-term disability$168K
- Dental$155K
- +1 more
Sponsor portfolioTH
ORANGE BANK AND TRUST COMPANY
EIN 14-0945678bankingLatest filing 2025
Plans
2
Retirement
1
$34.3M assets
Welfare
1
$3.1M premiums
Participants
372
212 DOLSON AVENUE, P.O. BOX 790 - MIDDLETOWN, NY 10940845-341-5100orangecountytrust.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.1M premiums / 329 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- UNITEDHEALTHCARE INSURANCE COMPANY88%
- SUN LIFE ASSURANCE COMPANY OF CANADA5%
- DELTA DENTAL OF CALIFORNIA5%
- VISION SERVICE PLAN1%
- UNITED CONCIERGE MEDICINE0%
- +1 more
Broker market share
Schedule A broker compensation
97%top
- NFP INSURANCE SERVICES INC97%
- PROFESSIONAL PENSIONS INC2%
- MG BENEFITS CONSULTING GROUP LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ORANGE BANK & TRUST COMPANY PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM
TraditionalDB
Assets$34.3M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ORANGE BANK AND TRUST COMPANY EMPLOYEE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.1M
Covered lives329
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ORANGE BANK & TRUST COMPANY PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM | TraditionalDB | $34.3M | 142 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | ORANGE BANK AND TRUST COMPANY EMPLOYEE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.1M | 329 | 2025 |
Retirement plans
Welfare plans