Steven G. Cacchio signed Champlain National Bank's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Champlain National Bank's EIN is 14-1454232.
Download the official 2023 Form 5500 (PDF) for Champlain National Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Champlain National Bank's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN CHASE BANK, N.A. | 13-4994650 | — | NONE | $74K | — |
| NEW YORK BANKERS ASSOCIATION | 13-1882974 | — | NONE | $29K | — |
| MILLIMAN | 91-0675641 | — | NONE | $25K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| New York State Bankers Master Trust | Master Trust Interest | — | — | $26.5M | 100.0% | |
| COMMINGLED PENSION TRUST FUND JPMORGAN CHASE BANK, N.A. · EIN 47-2831446 / PN 001 | Common Collective Trust | — | — | $26.3M | 99.0% |