Financial Institutions, Inc.'s EIN is 16-0816610.
Download the official 2023 Form 5500 (PDF) for Financial Institutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Financial Institutions, Inc.'s plan includes a defined-benefit pension formula, a cash-balance 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 | $217K | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $197K | — |
| NEW YORK BANKERS ASSOCIATION | 13-1882974 | — | NONE | $86K | — |
| STATE STREET CORPORATION | 04-1867445 | — | NONE | $21K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $70.8M | 99.0% | |
| COMMINGLED PENSION TRUST FUND JPMORGAN CHASE BANK, N.A. · EIN 47-2831446 / PN 001 | Common Collective Trust | — | — | $70.8M | 99.0% | |
| (i) | Other securities | — | — | $703K | 1.0% | |
| [Assets held in interest-bearing cash] | Other | — | — | $42K | <0.1% | |
| Identityof partyinvolved None | Other securities | — | — | $3K | <0.1% |
