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
Filings through .
Top hat
Walden Savings Bank
EIN 14-1155630bankingLatest filing 2025
Plans
2
Retirement
1
$21.2M assets
Health & Benefits
1
$1.4M premiums
Participants
288
15 SCOTT'S CORNERS DRIVE - MONTGOMERY, NY 12549845-457-7700waldensavingsbank.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.4M premiums / 355 covered lives
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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#002
WALDEN SAVINGS BANK 401(K) PLAN
401(k)
Assets$21.2M
Participants164
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505
WALDEN SAVINGS BANK WELFARE BENEFIT PLAN
Mixed - ANTHEM BLUE CROSS
Premiums$1.4M
Covered lives355
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | WALDEN SAVINGS BANK 401(K) PLAN | 401(k) | $21.2M | 164 | 2025 |
- #002 · 401(k) · 2025164
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | WALDEN SAVINGS BANK WELFARE BENEFIT PLAN | Mixed | ANTHEM BLUE CROSS | $1.4M | 355 | 2025 |
- #505 · Mixed · ANTHEM BLUE CROSS · 2025355
Retirement plans
Health & Benefits plans