Norwich, NY Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Norwich, NY has 9 loaded benefit plan(s) reported by 6 plan sponsor(s), with $590,559,769 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
6
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$590,559,769
Total reported liabilities (EOY)
$819,998
Total reported net assets (EOY)
$589,739,771

Contributions & income

Employer contributions
$9,981,961
Participant contributions
$19,308,151
Total income / additions
$120,289,175

Expenses & distributions

Benefits paid / distributions
$44,737,897
Total expenses
$45,689,660
Net increase / (decrease)
$74,599,515

Coverage

Total reported participants
10,997
Plans with financial statements
6
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Norwich, NY plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Norwich, NY
PlanSponsorReported assets (EOY)Year
Nbt Bancorp Inc. 401(K) & Employee Stock Ownership PlanNbt Bancorp Inc.$321,605,7892023
Nbt Bancorp Inc. Defined Benefit Pension PlanNbt Bancorp Inc.$121,169,4712023
Alvogen Group Savings Incentive PlanAlvogen Group, Inc.$90,178,7352023
Chenango Memorial Hospital Employees' Pension PlanChenango Memorial Hospital$52,106,8892023
Greater Opportunities 403(B) PlanGreater Opportunities$3,732,3282023
Chenango Eye AssociatesChenango Eye Associates$1,766,5572023
Nbt Bancorp Inc. Welfare Benefit PlanNbt Bancorp Inc.not reported in the loaded dataset2023
Nbt Bancorp Inc. Severance Pay PlanNbt Bancorp Inc.not reported in the loaded dataset2023
Norwich Dental And Vision PlanNorwich Dental Plannot reported in the loaded dataset2023

Related Form 5500 pages