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Filings through Oct 24, 2026.

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Orange Bank and Trust Company

EIN 14-0945678-banking-Latest filing 2025
Plans
2
Retirement
1
$34.3M assets
Health & Benefits
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 filings
#001Traditional DB-$34.3M - 142 part#502Fully insured-$3.1M - 329 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $3.1M premiums / 329 covered lives

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
Total $3.1M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

ORANGE BANK & TRUST COMPANY PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM

Traditional DB

Assets$34.3M
Participants142
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

ORANGE BANK AND TRUST COMPANY EMPLOYEE BENEFITS PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.1M
Covered lives329
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ORANGE BANK & TRUST COMPANY PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEMTraditional DB$34.3M1422025
  • ORANGE BANK & TRUST COMPANY PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM$34.3M
    #001 · Traditional DB · 2025142

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502ORANGE BANK AND TRUST COMPANY EMPLOYEE BENEFITS PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$3.1M3292025
  • ORANGE BANK AND TRUST COMPANY EMPLOYEE BENEFITS PLAN$3.1M
    #502 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025329
Retirement plans
Health & Benefits plans

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