Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
EVANS BANK, N.A.
EIN 16-0426523bankingLatest filing 2025
Plans
3
Retirement
2
$43.4M assets
Welfare
1
$1.6M premiums
Participants
546
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $43.4M assets / 546 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.6M premiums / 315 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Prescription drug$1.5M
- Life$129K
- Short-term disability$129K
- Long-term disability$129K
- Other$129K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- HARTFORD LIFE AND ACCIDENT8%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
Broker market share
Schedule A broker compensation
54%top
- GALLAGHER BENEFIT SERVICES, INC.54%
- AON CONSULTING INC46%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
EVANS BANK, N.A. EMPLOYEES SAVINGS PLAN
401k
Assets$38.3M
Participants402
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EVANS BANK, N.A. PENSION PLAN
TraditionalDB
Assets$5.1M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EVANS NATIONAL BANK HEALTH & WELFARE PLAN
Fully Insured - UNIVERA HEALTHCARE
Premiums$1.6M
Covered lives315
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EVANS BANK, N.A. EMPLOYEES SAVINGS PLAN | 401k | $38.3M | 402 | 2024 | |
| 001 | EVANS BANK, N.A. PENSION PLAN | TraditionalDB | $5.1M | 144 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EVANS NATIONAL BANK HEALTH & WELFARE PLAN | Fully Insured | UNIVERA HEALTHCARE | $1.6M | 315 | 2025 |
Retirement plans
Welfare plans