2023 Form 5500 filing — Tompkins Financial Corporation Retirement Plan
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 20241015093432NAL0014322227001) for Tompkins Financial Corporation Retirement Plan, reported by Tompkins Financial Corporation under EIN 14-1811613 and plan number 001. It reports 881 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093432NAL0014322227001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tompkins Financial Corporation
- EIN
- 14-1811613
- Plan number
- 001
- Location
- Ithaca, NY
- Participants
- 881
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,643,694
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,643,694
- Total income / additions
- $10,482,947
- Benefits paid
- $4,310,797
- Administrative expenses
- $413,391
- Total expenses
- $4,724,188
- Net increase / (decrease)
- $5,758,759
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Neuberger Berman Investment Adviser | NONE | $0 | $294,026 |
| Neuberger Berman Trust Company N.A. | NONE | $183,825 | not reported in the loaded dataset |
| Buck Global, LLC | NONE | $136,533 | not reported in the loaded dataset |