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Sponsor portfolioTH

FIRST NATIONAL BANK OF SCOTIA

EIN 14-0696810-banking-Latest filing 2025
Plans
3
Retirement
2
$44.8M assets
Welfare
1
$962K premiums
Participants
489
201 MOHAWK AVENUE - SCOTIA, NY 12302518-370-7200LinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001TraditionalDB-$30.6M - 127 part#002401k-$14.2M - 215 part#507Fully Insured-$962K - 145 lives

Retirement portfolio analytics

2 plans aggregated / $44.8M assets / 342 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • OF SCOTIA PENSION (#001)68%
  • OF SCOTIA 401(K) (#002)32%
Total $44.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OF SCOTIA 401(K) (#002)215
  • OF SCOTIA PENSION (#001)127
Total 342Click row to drill in

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
Total $962K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • ANTHEM LIFE INSURANCE COMPANY89%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • COMPANION LIFE INSURANCE COMPANY2%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY1%
  • TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.0%
Total $962K5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MARSHALL & STERLING EMPLOYEE BENEFI99%
  • FNA INSURANCE SERVICES INC1%
Total $52K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FIRST NATIONAL BANK OF SCOTIA PENSION PLAN

TraditionalDB

Assets$30.6M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FIRST NATIONAL BANK OF SCOTIA 401(K) PLAN

401k

Assets$14.2M
Participants215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

FIRST NATIONAL BANK OF SCOTIA WELFARE BENEFIT PLAN

Fully Insured - ANTHEM BLUE CROSS (G1921)

Premiums$962K
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FIRST NATIONAL BANK OF SCOTIA PENSION PLANTraditionalDB$30.6M1272025
002FIRST NATIONAL BANK OF SCOTIA 401(K) PLAN401k$14.2M2152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507FIRST NATIONAL BANK OF SCOTIA WELFARE BENEFIT PLANFully InsuredANTHEM BLUE CROSS (G1921)$962K1452025
Retirement plans
Welfare plans
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