NBT BANCORP INC. 401(k) Plan
What public Form 5500 filings show about the NBT BANCORP INC. 401(k) plan — and how to find and check your own account.
The NBT BANCORP INC. 401(k) on its latest Form 5500
NBT BANCORP INC. (EIN 16-1268674) reports NBT BANCORP INC. 401(K) & EMPLOYEE STOCK OWNERSHIP PLAN on its most recent Form 5500, with $366.5M in plan assets across 2,046 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full NBT BANCORP INC. filing — schedules, fees, and providers.
Who runs the NBT BANCORP INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your NBT BANCORP INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB TRUST BANK, CHARLES SCHWAB & CO, BPAS ACTUARIAL AND PENSION SERVICES.
How to check your NBT BANCORP INC. 401(k)
- Log in to EPIC Retirement Plan Services’s participant portal (the site on your statements).
- Ask NBT BANCORP INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).