Assets by plan
Share of aggregate retirement assets
- OF SCOTIA PENSION (#001)$30.6M
- OF SCOTIA 401(K) (#002)$15.9M
Filings through .
Top hat
First National Bank of Scotia
EIN 14-0696810bankingLatest filing 2025
Plans
3
Retirement
2
$46.5M assets
Health & Benefits
1
$962K premiums
Participants
466
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $46.5M assets / 319 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $962K premiums / 145 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$854K
- Prescription drug$854K
- Dental$69K
- Vision$69K
- Other$25K
- Long-term disability$9K
- +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
FIRST NATIONAL BANK OF SCOTIA PENSION PLAN
Traditional DB
Assets$30.6M
Participants127
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
FIRST NATIONAL BANK OF SCOTIA 401(K) PLAN
401(k)
Assets$15.9M
Participants192
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#507
FIRST NATIONAL BANK OF SCOTIA WELFARE BENEFIT PLAN
Fully insured - ANTHEM BLUE CROSS (G1921)
Premiums$962K
Covered lives145
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | FIRST NATIONAL BANK OF SCOTIA PENSION PLAN | Traditional DB | $30.6M | 127 | 2025 |
| #002 | FIRST NATIONAL BANK OF SCOTIA 401(K) PLAN | 401(k) | $15.9M | 192 | 2025 |
- #001 · Traditional DB · 2025127
- #002 · 401(k) · 2025192
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #507 | FIRST NATIONAL BANK OF SCOTIA WELFARE BENEFIT PLAN | Fully insured | ANTHEM BLUE CROSS (G1921) | $962K | 145 | 2025 |
- #507 · Fully insured · ANTHEM BLUE CROSS (G1921) · 2025145
Retirement plans
Health & Benefits plans