Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Life$45K
- Other$28K
- Long-term disability$16K
- Vision$14K
- Short-term disability$11K
Sponsor portfolioTH
WALDEN SAVINGS BANK
EIN 14-1155630bankingLatest filing 2025
Plans
2
Retirement
1
$21.2M assets
Welfare
1
$1.4M premiums
Participants
288
15 SCOTT'S CORNERS DRIVE - MONTGOMERY, NY 12549845-457-7700waldensavingsbank.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 355 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- ANTHEM LIFE INSURANCE COMPANY92%
- METROPOLITAN LIFE INSURANCE COMPANY4%
- THE STANDARD3%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- ESI EMPLOYEE ASSISTANCE GROUP0%
Broker market share
Schedule A broker compensation
86%top
- NFP INSURANCE SERVICES INC86%
- ROSE & KIERNAN INC14%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WALDEN SAVINGS BANK 401(K) PLAN
401k
Assets$21.2M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
WALDEN SAVINGS BANK WELFARE BENEFIT PLAN
Mixed - ANTHEM BLUE CROSS
Premiums$1.4M
Covered lives355
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WALDEN SAVINGS BANK 401(K) PLAN | 401k | $21.2M | 164 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | WALDEN SAVINGS BANK WELFARE BENEFIT PLAN | Mixed | ANTHEM BLUE CROSS | $1.4M | 355 | 2025 |
Retirement plans
Welfare plans