Nextier Bank Pension Plan — Form 5500 plan (Nextier Bank, National Association)

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, Nextier Bank Pension Plan is a benefit plan reported by Nextier Bank, National Association under EIN 25-0660700 and plan number 002. The latest loaded filing year is 2023. The filing reports 123 participants and $4,386,434 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.4MPlan net assets, end of year$4,386,434
Participants123Covered participants reported
Assets / participant$35.7KComputed: assets ÷ participants$35,662 (computed)
Provider compensation$76.9K2 Schedule C provider row(s)$76,921
Plan sponsor
Nextier Bank, National Association
EIN
25-0660700
Plan number
002
Plan type
2
Location
Butler, PA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    123 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.4M total assets
Net assets$4.4MLiabilities$0
Money in vs. money out
Total income / additions$791.3K
Total expenses$8.3M
Benefits paid / distributions$8.2M
Contributions
Employer$0
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$4,386,434
Total liabilities (EOY)
$0
Net assets (EOY)
$4,386,434
Net assets (BOY)
$11,876,035

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$791,321

Expenses & distributions

Benefits paid
$8,192,193
Administrative expenses
$88,729
Total expenses
$8,280,922
Net increase / (decrease)
-$7,489,601
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets189%Computed ratio
Benefits paid ÷ total income1035%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    NONE · Direct $67.4K
  2. 2
    NONE · Direct $9.5K

Related Form 5500 pages