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  1. Companies/
  2. Lyons National Bank
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Lyons National Bank

EIN 15-0372430-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$56.3M assets
Health & Benefits
1
$2.6M premiums
Participants
669
35 WILLIAM STREET - LYONS, NY 14489315-325-4543
Plans on this EIN
3 filings
#002401(k)-$32.5M - 259 part#001Traditional DB-$23.8M - 275 part#507Fully insured-$2.6M - 250 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $56.3M assets / 534 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#002)$32.5M
  • BANKERS RETIREMENT SYSTEM (#001)$23.8M
Total $56.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • BANKERS RETIREMENT SYSTEM (#001)275
  • PROFIT SHARING PLAN (#002)259
Total 534Select a row to open it

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
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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#002

THE LYONS NATIONAL BANK 401(K) PROFIT SHARING PLAN

401(k)

Assets$32.5M
Participants259
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

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

Traditional DB

Assets$23.8M
Participants275
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#507

THE LYONS NATIONAL BANK HEALTH AND WELFARE PLAN

Fully insured - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$2.6M
Covered lives250
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002THE LYONS NATIONAL BANK 401(K) PROFIT SHARING PLAN401(k)$32.5M2592025
#001LYONS NATIONAL BANK PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEMTraditional DB$23.8M2752025
  • THE LYONS NATIONAL BANK 401(K) PROFIT SHARING PLAN$32.5M
    #002 · 401(k) · 2025259
  • LYONS NATIONAL BANK PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM$23.8M
    #001 · Traditional DB · 2025275

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#507THE LYONS NATIONAL BANK HEALTH AND WELFARE PLANFully insuredEXCELLUS BLUE CROSS BLUE SHIELD$2.6M2502025
  • THE LYONS NATIONAL BANK HEALTH AND WELFARE PLAN$2.6M
    #507 · Fully insured · EXCELLUS BLUE CROSS BLUE SHIELD · 2025250
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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