Assets by plan
Share of aggregate retirement assets
- OF TRUSTCO BANK (#001)$74.2M
Filings through .
Trustco Bank
EIN 14-0578631bankingLatest filing 2025
Plans
4
Retirement
2
$130.0M assets
Health & Benefits
2
$2.7M premiums
Participants
3,583
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $130.0M assets / 1,873 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$74.2M
- MILLIMAN, INC.$55.7M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $2.7M premiums / 764 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.5M
- Life$117K
- Short-term disability$117K
- Long-term disability$117K
- Other$117K
- Vision$28K
- +1 more
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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
RETIREMENT PLAN OF TRUSTCO BANK
Traditional DB
Assets$74.2M
Participants500
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
TRUSTCO BANK PROFIT SHARING/401(K) PLAN
401(k)
Assets$55.7M
Participants1,373
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#570
TRUSTCO BANK GROUP BENEFITS PLAN
Fully insured - MVP HEALTH SERVICES CORP
Premiums$2.7M
Covered lives764
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
TRUSTCO BANK EMPLOYEE BENEFITS TRUST
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | RETIREMENT PLAN OF TRUSTCO BANK | Traditional DB | $74.2M | 500 | 2025 |
| #002 | TRUSTCO BANK PROFIT SHARING/401(K) PLAN | 401(k) | $55.7M | 1,373 | 2025 |
- #001 · Traditional DB · 2025500
- #002 · 401(k) · 20251,373
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #570 | TRUSTCO BANK GROUP BENEFITS PLAN | Fully insured | MVP HEALTH SERVICES CORP | $2.7M | 764 | 2025 |
| #501 | TRUSTCO BANK EMPLOYEE BENEFITS TRUST | Self-funded | - | $0 | 0 | 2025 |
- #570 · Fully insured · MVP HEALTH SERVICES CORP · 2025764
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans