Benefits brokerage · 2 offices
J. ALDEN ASSOCIATES INC.
J. ALDEN ASSOCIATES INC. is named as the broker of record on 5 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.
Offices
Book profile
J. ALDEN ASSOCIATES INC. brokers 5 insured contracts for 5 employers, across 5 states, led by CT, FL, NJ.
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY writes the most contracts in the book (3, about 60%); EMPOWER LIFE & ANNUITY INSURANCE COMPANY OF NEW YORK, PRINCIPAL LIFE INSURANCE COMPANY follow.
Renewals concentrate on November 1: 100% of the dated welfare contracts have policy years ending in October, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| WALDEN SAVINGS BANK | MONTGOMERY, NY | NEWTOWN, PA | EMPOWER LIFE & ANNUITY INSURANCE COMPANY OF NEW YORKAnnuity / GIC | —FY2025 |
| LIBERTY BANCSHARES, INC. | ADA, OH | WAYNE, PA | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2024 |
| AMBOY BANCORPORATION | OLD BRIDGE, NJ | WAYNE, PA | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2024 |
| THE MILFORD BANK | MILFORD, CT | WAYNE, PA | PRINCIPAL LIFE INSURANCE COMPANY | Oct 18FY2023 |
| TERRABANK, N.A. | MIAMI, FL | WAYNE, PA | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2025 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)