Plan5500

Financial Institutions, Inc. Pension Plan As A Member Of The New York State Bankers Retirement System — Form 5500 plan (Financial Institutions, Inc.)

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, Financial Institutions, Inc. Pension Plan As A Member Of The New York State Bankers Retirement System is a benefit plan reported by Financial Institutions, Inc. under EIN 16-0816610 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,205 participants and $71,594,861 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Financial Institutions, Inc.
EIN
16-0816610
Plan number
001
Plan type
2
Location
Warsaw, NY
Latest filing year
2023
Participants
1,205
End-of-year plan assets
$71,594,861

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,205H, C20250715151656NAL0002356465001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$71,594,861
Total liabilities (EOY)
$0
Net assets (EOY)
$71,594,861
Net assets (BOY)
$66,354,013

Income & contributions

Total contributions
$0
Total income / additions
$13,920,939

Expenses & distributions

Benefits paid
$8,043,282
Administrative expenses
$636,809
Total expenses
$8,680,091
Net increase / (decrease)
$5,240,848

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jpmorgan Chase Bank, N.A.NONE$217,246not reported in the loaded dataset2023
Milliman, Inc.NONE$197,230not reported in the loaded dataset2023
New York Bankers AssociationNONE$86,087not reported in the loaded dataset2023
State Street CorporationNONE$20,567not reported in the loaded dataset2023

Related Form 5500 pages