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  2. Evans Bank, N.A.
  • Retirement analytics
  • Benefits analytics
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Filings through Oct 24, 2026.

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Evans Bank, N.A.

EIN 16-0426523-banking-Latest filing 2025
Plans
3
Retirement
2
$43.4M assets
Health & Benefits
1
$1.6M premiums
Participants
546
6460 MAIN STREET - WILLIAMSVILLE, NY 14221716-926-2000evans401k.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#002401(k)-$38.3M - 402 part#001Traditional DB-$5.1M - 144 part#501Fully insured-$1.6M - 315 lives

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

Retirement portfolio analytics

2 plans aggregated / $43.4M assets / 546 participants

Assets by plan

Share of aggregate retirement assets

  • N.A. EMPLOYEES Savings (#002)$38.3M
  • BANK, N.A. PENSION (#001)$5.1M
Total $43.4MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • CHARLES SCHWAB & CO., INC.$43.4M
Total $43.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • N.A. EMPLOYEES Savings (#002)402
  • BANK, N.A. PENSION (#001)144
Total 546Select a row to open it

Benefits portfolio analytics

1 plan / $1.6M premiums / 315 covered lives

Coverage 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
Total $1.6M8 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

EVANS BANK, N.A. EMPLOYEES SAVINGS PLAN

401(k)

Assets$38.3M
Participants402
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

EVANS BANK, N.A. PENSION PLAN

Traditional DB

Assets$5.1M
Participants144
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

EVANS NATIONAL BANK HEALTH & WELFARE PLAN

Fully insured - UNIVERA HEALTHCARE

Premiums$1.6M
Covered lives315
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002EVANS BANK, N.A. EMPLOYEES SAVINGS PLAN401(k)$38.3M4022024
#001EVANS BANK, N.A. PENSION PLANTraditional DB$5.1M1442024
  • EVANS BANK, N.A. EMPLOYEES SAVINGS PLAN$38.3M
    #002 · 401(k) · 2024402
  • EVANS BANK, N.A. PENSION PLAN$5.1M
    #001 · Traditional DB · 2024144

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501EVANS NATIONAL BANK HEALTH & WELFARE PLANFully insuredUNIVERA HEALTHCARE$1.6M3152025
  • EVANS NATIONAL BANK HEALTH & WELFARE PLAN$1.6M
    #501 · Fully insured · UNIVERA HEALTHCARE · 2025315
Retirement plans
Health & Benefits plans

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