Form 5500 · Retirement plan · MONTGOMERY, NY
WALDEN SAVINGS BANK
The filing calls this plan WALDEN SAVINGS BANK 401(K) PLAN.
WALDEN SAVINGS BANK of MONTGOMERY, NY files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by EMPOWER LIFE & ANNUITY INSURANCE COMPANY OF NEW YORK. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 14-1155630 · plan 002 · plan year 2025, filed Jul 30, 2026
Plan brief
Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with EMPOWER LIFE & ANNUITY INSURANCE COMPANY OF NEW YORK.
The contracts held $797,426 at the end of the plan year, as reported on Schedule A.
$1,451 in agent commissions is disclosed across the contracts; J ALDEN ASSOCIATES INC is the agent of record.
A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.
The contract year ended in December.
Schedule A insurance contracts
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE COMPANY OF NEW YORK | Annuity / GIC | 27 | December | $797,426 | $1,451 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
What the plan holds
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
Who runs the plan
From Schedule H of this filing.
We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.
Other plans filed by this employer
More employer plans in New York — largest plans, brokers, carriers and renewal months.