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  2. Ballston Spa National Bank
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Ballston Spa National Bank

EIN 14-0486153-banking-Latest filing 2025
Plans
3
Retirement
2
$43.2M assets
Health & Benefits
1
$135K premiums
Participants
543
990 STATE ROUTE 67 - BALLSTON SPA, NY 12020518-885-6781bsnb.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001Cash balance-$21.9M - 209 part#002401(k)-$21.3M - 198 part#503Mixed-$135K - 136 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $43.2M assets / 407 participants

Assets by plan

Share of aggregate retirement assets

  • NATIONAL BANK PENSION (#001)$21.9M
  • SUPPLEMENTAL RETIREMENT Saving... (#002)$21.3M
Total $43.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • NATIONAL BANK PENSION (#001)209
  • SUPPLEMENTAL RETIREMENT Saving... (#002)198
Total 407Select a row to open it

Benefits portfolio analytics

1 plan / $135K premiums / 136 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$66K
  • Other$49K
  • Life$33K
  • Long-term disability$12K
  • Vision$8K
Total $135K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

BALLSTON SPA NATIONAL BANK PENSION PLAN

Cash balance

Assets$21.9M
Participants209
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

BALLSTON SPA NATIONAL BANK SUPPLEMENTAL RETIREMENT SAVINGS PLAN

401(k)

Assets$21.3M
Participants198
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

BALLSTON SPA NATIONAL BANK WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL OF NEW YORK

Premiums$135K
Covered lives136
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BALLSTON SPA NATIONAL BANK PENSION PLANCash balance$21.9M2092025
#002BALLSTON SPA NATIONAL BANK SUPPLEMENTAL RETIREMENT SAVINGS PLAN401(k)$21.3M1982025
  • BALLSTON SPA NATIONAL BANK PENSION PLAN$21.9M
    #001 · Cash balance · 2025209
  • BALLSTON SPA NATIONAL BANK SUPPLEMENTAL RETIREMENT SAVINGS PLAN$21.3M
    #002 · 401(k) · 2025198

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503BALLSTON SPA NATIONAL BANK WELFARE BENEFIT PLANMixedDELTA DENTAL OF NEW YORK$135K1362025
  • BALLSTON SPA NATIONAL BANK WELFARE BENEFIT PLAN$135K
    #503 · Mixed · DELTA DENTAL OF NEW YORK · 2025136
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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