Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $56.3M assets / 534 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $2.6M premiums / 250 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Traditional DB
Fully insured - EXCELLUS BLUE CROSS BLUE SHIELD
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | THE LYONS NATIONAL BANK 401(K) PROFIT SHARING PLAN | 401(k) | $32.5M | 259 | 2025 |
| #001 | LYONS NATIONAL BANK PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM | Traditional DB | $23.8M | 275 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #507 | THE LYONS NATIONAL BANK HEALTH AND WELFARE PLAN | Fully insured | EXCELLUS BLUE CROSS BLUE SHIELD | $2.6M | 250 | 2025 |