Filings through .
NBT Bank NA
Matched across 29 name variants in the filings
NBT Bank NA summary
NBT Bank NA appears on 85 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $2.7B in assets for 39,348 participants. The median client plan holds $18.4M. Most client plans are sponsored in ME, NY and NH. The largest clients by plan assets are Brenntag North America, Inc., Slocum-Dickson Medical Group, PLLC and DCD Automotive Holdings, Inc.. Plans reported $2.0M in direct and indirect compensation paid to NBT Bank NA. The median is $10K per plan.
- Participants
- 39,348
- Median plan assets
- $18.4M
- Median plan participants
- 285
- Median fees per plan
- $10K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- PAParticipants 5,668
- NYParticipants 616
- MAParticipants 1,637
- ILParticipants 239
- MMG Insurance Company$68.4MMEParticipants 359
- HGL-LBM Holdings LLC$64.3MNHParticipants 609
- Bette & Cring, LLC$62.4MNYParticipants 285
- Global Communities$61.2MMDParticipants 394
- NYParticipants 2,214
- MEParticipants 898
- The Matco Group, Inc.$52.0MNYParticipants 1,506
- VAParticipants 495
- NYParticipants 200
- MEParticipants 914
- IAParticipants 294
- MEParticipants 700
- MAParticipants 524
- VTParticipants 607
- NYParticipants 226
- Village Subaru$34.1MMEParticipants 432
- ILParticipants 1,909
- NYParticipants 643
- NYParticipants 273
- NYParticipants 208
- Loftware, Inc.$29.3MNHParticipants 253
Top client states
- ME28 plans
- NY26 plans
- NH10 plans
- MA5 plans
- IA3 plans
Frequently asked questions
- Who uses NBT Bank NA?
- 85 retirement plans list NBT Bank NA as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Brenntag North America, Inc., Slocum-Dickson Medical Group, PLLC, DCD Automotive Holdings, Inc., Cassens Transport Company and MMG Insurance Company. Most client plans are sponsored in ME, NY and NH.
- How many plans does NBT Bank NA serve?
- NBT Bank NA serves 85 retirement plans with $2.7B in plan assets and 39,348 participants, based on the latest Form 5500 filings through 2024.
- What does NBT Bank NA charge?
- Plans reported $2.0M in total Schedule C compensation paid to NBT Bank NA. The median plan paid $10K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served85+41 YoYRank #350 of mapped providers
Assets under administration$2.7B0.0%Rank #3527 by share of filed assets
Fees received$2MMedian $9,744/planSum across Schedule C direct + indirect
Net wins YoY+816 won - 8 lostPlan-level switch detection
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