Assets by plan
Share of aggregate retirement assets
81%top
Sponsor portfolio
THE BANK OF NOVA SCOTIA
EIN 13-4941099Latest filing 2025
Plans
5
Retirement
2
$609.6M assets
Welfare
3
$1.7M premiums
Participants
6,301
250 VESEY STREET, 23RD FLOOR - NEW YORK, NY 10281212-225-5000
Retirement portfolio analytics
2 plans aggregated / $609.6M assets / 2,988 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
81%top
- T ROWE PRICE RPS INC81%
- (Not disclosed)19%
Participants by plan
Active + retired + deferred vested
- U. S. 401(K) (#002)2,319
Benefits portfolio analytics
3 plans / $1.7M premiums / 1,951 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.6M
- Other$1.2M
- Long-term disability$1.2M
Carrier market share
Premium dollars by Schedule A carrier
86%top
- AFLAC86%
- ZURICH AMERICAN INSURANCE COMPANY12%
- THE SOCIETY OF LLOYD'S2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
RETIREMENT PLAN FOR EMPLOYEES OF SCOTIABANK U. S. 401(K)
401k
Assets$492.6M
Participants2,319
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SCOTIABANK PENSION PLAN (UNITED STATES)
TraditionalDB
Assets$117.0M
Participants669
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
BANK OF NOVA SCOTIA HEALTH AND WELFARE PLAN (ACTIVES)
Mixed - AMERICAN FAMILY LIFE INSURANCE CO OF NY
Premiums$1.2M
Covered lives1,664
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
BANK OF NOVA SCOTIA HEALTH AND WELFARE PLAN (RETIREES)
Mixed - AMERICAN FAMILY LIFE ASSURANCE CO. OF NY
Premiums$457K
Covered lives287
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#585
SCOTIABANK U.S. EMPLOYEE SEVERANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | RETIREMENT PLAN FOR EMPLOYEES OF SCOTIABANK U. S. 401(K) | 401k | $492.6M | 2,319 | 2024 | |
| 001 | SCOTIABANK PENSION PLAN (UNITED STATES) | TraditionalDB | $117.0M | 669 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | BANK OF NOVA SCOTIA HEALTH AND WELFARE PLAN (ACTIVES) | Mixed | AMERICAN FAMILY LIFE INSURANCE CO OF NY | $1.2M | 1,664 | 2025 | |
| 507 | BANK OF NOVA SCOTIA HEALTH AND WELFARE PLAN (RETIREES) | Mixed | AMERICAN FAMILY LIFE ASSURANCE CO. OF NY | $457K | 287 | 2025 | |
| 585 | SCOTIABANK U.S. EMPLOYEE SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans