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Original filing (PDF)20250627150120NAL0005552323001
JEFF BANK
Form 5500
FILING_RECEIVED
JEFF BANK PENSION PLAN
Defined-benefit pension plan
Active participants
39
Accounts w/ balance
—
Plan assets (EOY)
$23.5M
Net assets (EOY)
$23.5M
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEFF BANK.
Plan sponsor
Name
JEFF BANK
EIN
14-0779859
Address
P.O. BOX 398 · 4866 STATE ROUTE 52 · JEFFERSONVILLE, NY · 12748
Phone
(845) 482-4000
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-06-27
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
S.R. SNODGRASS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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