2023 Form 5500 filing — Lyons National Bank 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 20250714132208NAL0001542800001) for Lyons National Bank Pension Plan As A Member Of The New York State Bankers Retirement System, reported by Lyons National Bank under EIN 15-0372430 and plan number 001. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714132208NAL0001542800001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lyons National Bank
- EIN
- 15-0372430
- Plan number
- 001
- Location
- Lyons, NY
- Participants
- 277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,690,256
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,690,256
- Employer contributions
- $2,000,000
- Total income / additions
- $6,061,457
- Benefits paid
- $1,064,188
- Administrative expenses
- $137,954
- Total expenses
- $1,202,142
- Net increase / (decrease)
- $4,859,315
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | NONE | $62,759 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $45,574 | not reported in the loaded dataset |
| New York Bankers Association | NONE | $24,950 | not reported in the loaded dataset |