2023 Form 5500 filing — Financial Institutions, Inc. Pension Plan As A Member Of The New York State Bankers Retirement System
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250715151656NAL0002356465001) for Financial Institutions, Inc. Pension Plan As A Member Of The New York State Bankers Retirement System, reported by Financial Institutions, Inc. under EIN 16-0816610 and plan number 001. It reports 1,205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715151656NAL0002356465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Financial Institutions, Inc.
- EIN
- 16-0816610
- Plan number
- 001
- Location
- Warsaw, NY
- Participants
- 1,205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,594,861
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,594,861
- Total income / additions
- $13,920,939
- Benefits paid
- $8,043,282
- Administrative expenses
- $636,809
- Total expenses
- $8,680,091
- Net increase / (decrease)
- $5,240,848
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | NONE | $217,246 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $197,230 | not reported in the loaded dataset |
| New York Bankers Association | NONE | $86,087 | not reported in the loaded dataset |
| State Street Corporation | NONE | $20,567 | not reported in the loaded dataset |