Lyons National Bank Pension Plan As A Member Of The New York State Bankers Retirement System — Form 5500 plan (Lyons National Bank)

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, Lyons National Bank Pension Plan As A Member Of The New York State Bankers Retirement System is a benefit plan reported by Lyons National Bank under EIN 15-0372430 and plan number 001. The latest loaded filing year is 2023. The filing reports 277 participants and $23,690,256 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lyons National Bank
EIN
15-0372430
Plan number
001
Plan type
2
Location
Lyons, NY
Latest filing year
2023
Participants
277
End-of-year plan assets
$23,690,256

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023277H, C20250714132208NAL0001542800001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,690,256
Total liabilities (EOY)
$0
Net assets (EOY)
$23,690,256
Net assets (BOY)
$18,830,941

Income & contributions

Employer contributions
$2,000,000
Total contributions
$2,000,000
Total income / additions
$6,061,457

Expenses & distributions

Benefits paid
$1,064,188
Administrative expenses
$137,954
Total expenses
$1,202,142
Net increase / (decrease)
$4,859,315

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jpmorgan Chase Bank, N.A.NONE$62,759not reported in the loaded dataset2023
Milliman, Inc.NONE$45,574not reported in the loaded dataset2023
New York Bankers AssociationNONE$24,950not reported in the loaded dataset2023

Related Form 5500 pages