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Sponsor portfolioTH

LYONS NATIONAL BANK

EIN 15-0372430-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$50.7M assets
Welfare
1
$2.6M premiums
Participants
701
35 WILLIAM STREET - LYONS, NY 14489315-325-4543
Plans on this EIN
3 filings
#002401k-$27.0M - 291 part#001TraditionalDB-$23.8M - 275 part#507Fully Insured-$2.6M - 250 lives

Retirement portfolio analytics

2 plans aggregated / $50.7M assets / 566 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • PROFIT SHARING PLAN (#002)53%
  • BANKERS RETIREMENT SYSTEM (#001)47%
Total $50.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)291
  • BANKERS RETIREMENT SYSTEM (#001)275
Total 566Click row to drill in

Benefits portfolio analytics

1 plan / $2.6M premiums / 250 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$2.3M
  • Other$176K
  • Life$142K
  • Short-term disability$142K
  • Long-term disability$142K
  • +2 more
Total $2.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • MVP HEALTH CARE1%
  • AFLAC1%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
  • +1 more
Total $2.6M6 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • GALLAGHER BENEFIT SERVICES, INC.97%
  • KENDRA TRAMMEL1%
  • MARYKAYE HOLDEN1%
  • LAURA ANNE CALARCO0%
  • BROWN & BROWN INSURANCE SERVICES0%
  • +2 more
Total $110K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE LYONS NATIONAL BANK 401(K) PROFIT SHARING PLAN

401k

Assets$27.0M
Participants291
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LYONS NATIONAL BANK PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM

TraditionalDB

Assets$23.8M
Participants275
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

THE LYONS NATIONAL BANK HEALTH AND WELFARE PLAN

Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$2.6M
Covered lives250
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE LYONS NATIONAL BANK 401(K) PROFIT SHARING PLAN401k$27.0M2912024
001LYONS NATIONAL BANK PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEMTraditionalDB$23.8M2752025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507THE LYONS NATIONAL BANK HEALTH AND WELFARE PLANFully InsuredEXCELLUS BLUE CROSS BLUE SHIELD$2.6M2502025
Retirement plans
Welfare plans
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