Search public Form 5500 filings

15 results

Companies

planEvans Bank, N.A. Employees Savings PlanFinancial statementProvider compensation2023 filing
Sponsor: Evans Bank, N.A.EIN: 16-0426523Plan: 002Participants: 481Assets: $38,064,920Location: Williamsville, NYLatest: 2023
planEvans Bank, N.A. Pension PlanFinancial statementProvider compensation2023 filing
Sponsor: Evans Bank, N.A.EIN: 16-0426523Plan: 001Participants: 148Assets: $5,148,966Location: Williamsville, NYLatest: 2023
planEvans National Bank Health & Welfare Plan2023 filing
Sponsor: Evans Bank, N.A.EIN: 16-0426523Plan: 501Participants: 388Assets: not reported in the loaded datasetLocation: Williamsville, NYLatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — Evans Bank, N.A. Pension Plan
Sponsor: Evans Bank, N.A.EIN: 16-0426523Plan: 001Ack ID: 20250715105520NAL0001246675001
filing2023 Form 5500 — Evans Bank, N.A. Employees Savings Plan
Sponsor: Evans Bank, N.A.EIN: 16-0426523Plan: 002Ack ID: 20241007123156NAL0015164305002
filing2023 Form 5500 — Evans National Bank Health & Welfare Plan
Sponsor: Evans Bank, N.A.EIN: 16-0426523Plan: 501Ack ID: 20240625094557NAL0014954562001