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Form 5500 · Employee benefit plan · NEW YORK, NY

ISRAEL DISCOUNT BANK OF NEW YORK

ISRAEL DISCOUNT BANK OF NEW YORK's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through MUTUAL OF OMAHA INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-5596781 · plan 501 · as of Jul 2026

Participants
649
Carriers on file
5
Disclosed commissions
$105,824
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
MUTUAL OF OMAHA INSURANCE COMPANYLife, Disability623June$57,026
COMPANION LIFE INSURANCE COMPANYLife813June$40,274
EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INS. CO. OF NYVision1,091June$8,138
EVERNORTH BEHAVIORAL HEALTH, INC.1,125August$386
KAISER FOUNDATION HEALTH PLAN, INC.Health24June$0

Questions

Who is ISRAEL DISCOUNT BANK OF NEW YORK's benefits broker?

Per its most recent Form 5500 Schedule A, ISRAEL DISCOUNT BANK OF NEW YORK's broker of record is LOCKTON COMPANIES, LLC.

What insurance carrier does ISRAEL DISCOUNT BANK OF NEW YORK use?

ISRAEL DISCOUNT BANK OF NEW YORK's benefit plan is written through MUTUAL OF OMAHA INSURANCE COMPANY, among 5 disclosed carriers.

When does ISRAEL DISCOUNT BANK OF NEW YORK's group plan renew?

The most recent Schedule A policy period for ISRAEL DISCOUNT BANK OF NEW YORK ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from ISRAEL DISCOUNT BANK OF NEW YORK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.