Plan5500

Orange Bank & Trust Company Pension Plan As A Member Of The New York State Bankers Retirement System — Form 5500 plan (Orange Bank And Trust Company)

Plain-English plan 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, Orange Bank & Trust Company Pension Plan As A Member Of The New York State Bankers Retirement System is a benefit plan reported by Orange Bank And Trust Company under EIN 14-0945678 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $34,761,340 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orange Bank And Trust Company
EIN
14-0945678
Plan number
001
Plan type
2
Location
Middletown, NY
Latest filing year
2023
Participants
147
End-of-year plan assets
$34,761,340

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023147H, C20250714150551NAL0001677792001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,761,340
Total liabilities (EOY)
$0
Net assets (EOY)
$34,761,340
Net assets (BOY)
$30,081,322

Income & contributions

Total contributions
$0
Total income / additions
$6,357,429

Expenses & distributions

Benefits paid
$1,508,644
Administrative expenses
$168,767
Total expenses
$1,677,411
Net increase / (decrease)
$4,680,018

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jpmorgan Chase Bank, N.A.NONE$98,680not reported in the loaded dataset2023
New York Bankers AssociationNONE$39,463not reported in the loaded dataset2023
Milliman, Inc.NONE$27,814not reported in the loaded dataset2023

Related Form 5500 pages