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Sponsor portfolioWelfare / HealthEIN 14-1155630
WALDEN SAVINGS BANK
15 SCOTTS CORNERS DRIVE PO BOX 690 · MONTGOMERY, NY 12549
8454577700
- Plans filed
- 3
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
355
No prior year
Total participants
124
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #505$1.4M
WALDEN SAVINGS BANK WELFARE BENEFIT PLAN
Mixed355 covered·5 carriers
Primary: ANTHEM BLUE CROSS
Plan #502$36K
WALDEN SAVINGS BANK
Fully insured195 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #503$11K
WALDEN SAVINGS BANK
Fully insured195 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.3M | 91.7% | |
| Life | $45K | 3.3% | |
| Other | $28K | 2.0% | |
| Long-term disability | $16K | 1.2% | |
| Vision | $14K | 1.0% | |
| Short-term disability | $11K | 0.8% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 237391136 | H | $1.3M | 91.7% | 1 | 1 | 157 |
EIN 135581829 | VSTDOth | $49K | 3.5% | 1 | 5 | 355 |
EIN 134119477 | L | $45K | 3.3% | 1 | 1 | 123 |
EIN 131898173 | LTD | $16K | 1.2% | 1 | 1 | 123 |
EIN 222762686 | Oth | $4K | 0.3% | 1 | 1 | 142 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| NFP INSURANCE SERVICES INC | AUSTIN, TX | METROPOLITAN LIFE INSURANCE COMPANY, ESI EMPLOYYEE ASSISTANCE GROUP, ANTHEM BLUE CROSS, UNUM LIFE INSURANCE COMPANY OF AMERICA, STANDARD LIFE INS CO OF NY | $57K | $9K | $66K | 86.1% | 1 |
| ROSE & KIERNAN INC | PHILADELPHIA, PA | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $3K | $11K | 13.9% | 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