Plan5500

Tompkins Financial Corporation Retirement Plan — Form 5500 plan (Tompkins Financial Corporation)

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, Tompkins Financial Corporation Retirement Plan is a benefit plan reported by Tompkins Financial Corporation under EIN 14-1811613 and plan number 001. The latest loaded filing year is 2023. The filing reports 881 participants and $84,643,694 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tompkins Financial Corporation
EIN
14-1811613
Plan number
001
Plan type
2
Location
Ithaca, NY
Latest filing year
2023
Participants
881
End-of-year plan assets
$84,643,694

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023881H, C20241015093432NAL0014322227001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$84,643,694
Total liabilities (EOY)
$0
Net assets (EOY)
$84,643,694
Net assets (BOY)
$78,884,935

Income & contributions

Total contributions
$0
Total income / additions
$10,482,947

Expenses & distributions

Benefits paid
$4,310,797
Administrative expenses
$413,391
Total expenses
$4,724,188
Net increase / (decrease)
$5,758,759

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Neuberger Berman Investment AdviserNONE$0$294,0262023
Neuberger Berman Trust Company N.A.NONE$183,825not reported in the loaded dataset2023
Buck Global, LLCNONE$136,533not reported in the loaded dataset2023

Related Form 5500 pages