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Filters:State: NY City: WARSAW Clear all

Companies

companyFinancial Institutions, Inc.
$135Mreported plan assets
EIN: 16-0816610Location: NYPlans: 4Participants: 2,754Latest: 2023
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Plans

planFinancial Institutions, Inc. Pension Plan As A Member Of The New York State Bankers Retirement SystemFinancial statementProvider compensation2023 filing
$71.6Mreported assets (EOY)
Sponsor: Financial Institutions, Inc.EIN: 16-0816610Plan: 001Participants: 1,205Assets: $71,594,861Net assets: $71.6MAssets / participant: $59.4KLocation: Warsaw, NYLatest: 2023
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planFinancial Institutions, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
$63.4Mreported assets (EOY)
Sponsor: Financial Institutions, Inc.EIN: 16-0816610Plan: 002Participants: 894Assets: $63,363,264Net assets: $63.4MAssets / participant: $70.9KLocation: Warsaw, NYLatest: 2023
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planFinancial Institutions Inc. , Health And Welfare Benefit PlanProvider compensation2023 filing
Sponsor: Financial Institutions IncEIN: 16-0816610Plan: 503Participants: 0Assets: not reported in the loaded datasetLocation: Warsaw, NYLatest: 2023
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planFinancial Institutions Inc. Health And Welfare Benefit Plan2023 filing
Sponsor: Financial Institutions IncEIN: 16-0816610Plan: 504Participants: 655Assets: not reported in the loaded datasetLocation: Warsaw, NYLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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