Form 5500 · Employee benefit plan · MONTGOMERY, NY
WALDEN SAVINGS BANK
Public Form 5500 records show how WALDEN SAVINGS BANK (MONTGOMERY, NY) structures its employee benefits. Its broker of record is ROSE & KIERNAN INC. Coverage is written through MVP HEALTH CARE and 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 14-1155630 · plan 505 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| MVP HEALTH CARE | Health | 156 | December | $66,196 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision, Life, Disability | 386 | December | $13,250 |
| STANDARD OF NEW YORK | Life | 126 | December | $2,813 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 48 | December | $2,702 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 19 | December | $2,524 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 104 | December | $2,378 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Disability | 125 | December | $2,265 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 43 | December | $1,177 |
| ESI EMPLOYYEE ASSISTANCE GROUP | — | 147 | December | $200 |
Questions
Who is WALDEN SAVINGS BANK's benefits broker?
Per its most recent Form 5500 Schedule A, WALDEN SAVINGS BANK's broker of record is ROSE & KIERNAN INC.
What insurance carrier does WALDEN SAVINGS BANK use?
WALDEN SAVINGS BANK's benefit plan is written through MVP HEALTH CARE, among 9 disclosed carriers.
When does WALDEN SAVINGS BANK's group plan renew?
The most recent Schedule A policy period for WALDEN SAVINGS BANK ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WALDEN SAVINGS BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.