Assets by plan
Share of aggregate retirement assets
81%top
Sponsor portfolio
THE BANK OF NOVA SCOTIA
EIN 13-4941099Finance and InsuranceLatest filing 2024
Plans
4
Retirement
2
$609.6M assets
Welfare
2
$979K premiums
Participants
6,091
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
2 plans / $979K premiums / 1,584 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$979K
- Life$942K
- Long-term disability$942K
Carrier market share
Premium dollars by Schedule A carrier
96%top
- ZURICH AMERICAN INSURANCE COMPANY96%
- BENEVA, INC.4%
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
Mixed - ZURICH AMERICAN LIFE INSURANCE COMPANY OF NEW YORK
Premiums$979K
Covered lives1,584
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 plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | BANK OF NOVA SCOTIA HEALTH AND WELFARE PLAN | Mixed | ZURICH AMERICAN LIFE INSURANCE COMPANY OF NEW YORK | $979K | 1,584 | 2024 | |
| 585 | SCOTIABANK U.S. EMPLOYEE SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans