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Sponsor portfolioTH

ULSTER SAVINGS BANK

EIN 14-1136850-banking-Latest filing 2025
Plans
5
Retirement
1
$64.4M assets
Welfare
4
$3.4M premiums
Participants
1,429
180 SCHWENK DR - KINGSTON, NY 124012940845-338-6322LinkedIn201-500 employeesbanking
Plans on this EIN
5 filings
#002401k-$64.4M - 376 part#502Fully Insured-$3.1M - 0 lives#504Fully Insured-$120K - 262 lives#503Fully Insured-$83K - 265 lives#501Fully Insured-$65K - 232 lives

Benefits portfolio analytics

4 plans / $3.4M premiums / 759 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Life$120K
  • Long-term disability$120K
  • Short-term disability$83K
  • Other$83K
  • Dental$65K
  • +1 more
Total $3.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • MVP HEALTH CARE92%
  • SUN LIFE ASSURANCE COMPANY OF CANADA6%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
Total $3.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ULSTER INSURANCE SERVICES, INC.100%
Total $871 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ULSTER SAVINGS BANK 401(K) PLAN

401k

Assets$64.4M
Participants376
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ULSTER SAVINGS BANK MEDICAL

Fully Insured - CAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN INC.

Premiums$3.1M
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

ULSTER SAVINGS BANK LONG TERM DISABILITY, A&D, AND LIFE INSURANCE PLAN

Fully Insured - SUN LIFE AND HEALTH INSURANCE COMPANY (U.S)

Premiums$120K
Covered lives262
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

ULSTER SAVINGS BANK SHORT TERM DISABILITY AND PAID FAMILY LEAVE

Fully Insured - SUN LIFE AND HEALTH INSURANCE COMPANY

Premiums$83K
Covered lives265
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

ULSTER SAVINGS BANK DENTAL AND VISION PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$65K
Covered lives232
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ULSTER SAVINGS BANK 401(K) PLAN401k$64.4M3762024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ULSTER SAVINGS BANK MEDICALFully InsuredCAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN INC.$3.1M02025
504ULSTER SAVINGS BANK LONG TERM DISABILITY, A&D, AND LIFE INSURANCE PLANFully InsuredSUN LIFE AND HEALTH INSURANCE COMPANY (U.S)$120K2622025
503ULSTER SAVINGS BANK SHORT TERM DISABILITY AND PAID FAMILY LEAVEFully InsuredSUN LIFE AND HEALTH INSURANCE COMPANY$83K2652025
501ULSTER SAVINGS BANK DENTAL AND VISION PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$65K2322025
Retirement plans
Welfare plans
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