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Sponsor portfolioWelfare / HealthEIN 14-0945678

ORANGE BANK AND TRUST COMPANY

212 DOLSON AVENUE · MIDDLETOWN, NY 10940
8453415159
Plans filed
1
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$3.1M
No prior year
Persons covered
329
No prior year
Total participants
230
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$3.1M
ORANGE BANK AND TRUST COMPANY EMPLOYEE BENEFITS PLAN
Fully insured329 covered·6 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.7M75.9%
Other$189K5.2%
Life$168K4.7%
Short-term disability$168K4.7%
Long-term disability$168K4.7%
Dental$155K4.3%
Vision$23K0.6%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HV
$2.7M88.4%12149
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 060893662
LSTDLTDOth
$168K5.4%11223
DELTA DENTAL OF CALIFORNIA
EIN 111980218
D
$155K5.0%11329
VISION SERVICE PLAN
EIN 222777159
V
$16K0.5%1183
UNITED CONCIERGE MEDICINE
EIN 465587502
Oth
$14K0.4%11175
ESI EMPLOYEE ASSISTANCE GROUP
EIN 222762686
Oth
$7K0.2%11222

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
NFP INSURANCE SERVICES INCPLAINVIEW, NYUNITEDHEALTHCARE INSURANCE COMPANY, SUNLIFE AND HEALTH INSURANCE COMPANY US, VISION SERVICE PLAN, DELTA DENTAL OF NEW YORK$135K$0$135K97.5%1
PROFESSIONAL PENSIONS INC—DELTA DENTAL OF NEW YORK$3K$0$3K2.2%1
MG BENEFITS CONSULTING GROUP LLCCROTON FALLS, NYVISION SERVICE PLAN, ESI GROUP$395$0$3950.3%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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