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Original filing (PDF)20250714132208NAL0001542800001
LYONS NATIONAL BANK
Form 5500
FILING_RECEIVED
LYONS NATIONAL BANK PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
180
Accounts w/ balance
—
Plan assets (EOY)
$23.7M
Net assets (EOY)
$23.7M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 56 bps in Schedule C fees — 94% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
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 LYONS NATIONAL BANK.
Plan sponsor
Name
LYONS NATIONAL BANK
EIN
15-0372430
Address
35 WILLIAM STREET · LYONS, NY · 14489
Phone
(315) 325-4543
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
2025-07-14
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MENGEL, METZGER, BARR & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN CHASE BANK, N.A. | 13-4994650 | — | NONE | $63K | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $46K | — |
| NEW YORK BANKERS ASSOCIATION | 13-1882974 | — | NONE | $25K | — |
Investments
1 pooled fund· $21.5M(91% of reported assets)
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| COMMINGLED PENSION TRUST FUND JPMORGAN CHASE BANK, N.A. · EIN 47-2831446 / PN 001 | Common Collective Trust | $21.5M | 90.6% |