Form 5500 · Employee benefit plan · SCOTIA, NY
FIRST NATIONAL BANK OF SCOTIA
Public Form 5500 records show how FIRST NATIONAL BANK OF SCOTIA (SCOTIA, NY) structures its employee benefits. Its broker of record is MARSHALL & STERLING EMPLOYEE BENEFI. Coverage is written through ANTHEM BLUE CROSS (G1921) and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 14-0696810 · plan 507 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| ANTHEM BLUE CROSS (G1921) | Health | 75 | December | $35,692 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision | 93 | December | $5,072 |
| COMPANION LIFE INSURANCE COMPANY | — | 59 | December | $1,803 |
| MUTUAL OF OMAHA INSURANCE COMPANY | Disability | 131 | December | $943 |
| COMPANION LIFE INSURANCE COMPANY | Life | 99 | December | $579 |
| EMPLOYEE SERVICES INC | — | 145 | December | $224 |
| MUTUAL OF OMAHA INSURANCE COMPANY | — | 59 | December | $121 |
| MUTUAL OF OMAHA INSURANCE COMPANY | — | 99 | December | $92 |
Questions
Who is FIRST NATIONAL BANK OF SCOTIA's benefits broker?
Per its most recent Form 5500 Schedule A, FIRST NATIONAL BANK OF SCOTIA's broker of record is MARSHALL & STERLING EMPLOYEE BENEFI.
What insurance carrier does FIRST NATIONAL BANK OF SCOTIA use?
FIRST NATIONAL BANK OF SCOTIA's benefit plan is written through ANTHEM BLUE CROSS (G1921), among 8 disclosed carriers.
When does FIRST NATIONAL BANK OF SCOTIA's group plan renew?
The most recent Schedule A policy period for FIRST NATIONAL BANK OF SCOTIA ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from FIRST NATIONAL BANK OF SCOTIA's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.