Karen Bolcavage-Colosi signed NBT Bancorp Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NBT Bancorp Inc.'s EIN is 16-1268674.
Download the official 2024 Form 5500 (PDF) for NBT Bancorp Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NBT Bancorp 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 |
|---|---|---|---|---|---|
| BPAS ACTUARIAL AND PENSION SERVICES | 30-0192194 | — | NONE | $92K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity U.S. Bond Index Fund - Institutional Premium 1,772,122 shares | Common Collective Trusts | — | $19.7M | $18.1M | 14.5% | |
| Dodge & Cox Income Fund 1,160,506 shares | Mutual Funds | — | $15.6M | $14.4M | 11.5% | |
| Fidelity Inflation Protected Bond Index Fund - Instl Prem 1,267,159 shares | Common Collective Trusts | — | $12.0M | $11.3M | 9.0% | |
| Columbia Dividend Income Inst3 314,581 shares | Other securities | — | $7.3M | $10.6M | 8.5% | |
| Fidelity 500 Index Fund 51,655 shares | Common Collective Trusts | — | $5.2M | $10.5M | 8.4% | |
| JPMorgan Large Cap Growth 93,001 shares | Other securities | — | $4.0M | $7.4M | 5.9% | |
| Dodge & Cox International Stock Fund 138,300 shares | Mutual Funds | — | $5.1M | $6.9M | 5.5% | |
| Federated Institutional High Yield Bond Fund 705,535 shares | Other securities | — | $6.7M | $6.3M | 5.0% | |
| FlexShares Mstar Global Upstream Natural Res Index Fund 138,185 shares | Common Collective Trusts | — | $4.7M | $5.0M | 4.0% | |
| PIMCO Income Fund Institutional Class 355,845 shares | Mutual Funds | — | $3.8M | $3.7M | 3.0% | |
| Ishares MSCI EAFE Growth ETF 35,445 shares | Other securities | — | $2.9M | $3.4M | 2.7% | |
| Invesco Oppenheimer International Growth 108,124 shares | Mutual Funds | — | $3.7M | $3.4M | 2.7% | |
| Fidelity Small Cap Index Fund 112,381 shares | Common Collective Trusts | — | $2.2M | $3.1M | 2.5% | |
| DFA Emerging Markets Portfolio 108,645 shares | Mutual Funds | — | $2.8M | $3.1M | 2.5% | |
| Federated Government Obligations Fund Money Market Fund, par value of $2,610,858 | Cash / Money Market | — | $2.6M | $2.6M | 2.1% | |
| Lazard Global Listed Infrastructure Fund 162,233 shares | Other securities | — | $2.4M | $2.5M | 2.0% | |
| DFA International Small Company Portfolio 129,730 shares | Mutual Funds | — | $2.2M | $2.5M | 2.0% | |
| DFA Global Real Estate Securities 248,722 shares | Mutual Funds | — | $2.5M | $2.5M | 2.0% | |
| T. Rowe Price Mid Cap Value Fund 49,056 shares | Other securities | — | $1.7M | $1.6M | 1.2% | |
| Federated Hermes MDT Mid Cap Growth 24,602 shares | Other securities | — | $1.3M | $1.5M | 1.2% | |
| Dodge & Cox Global Bond Fund 118,413 shares | Mutual Funds | — | $1.3M | $1.2M | 1.0% | |
| Total U.S. Government Sponsored Agency Securities: | Other securities | — | $8K | $7K | <0.1% | |
| Federal National Mortgage Association Matures 9/18/27 5.000% par value of $7,500 | Bonds / Notes | — | $8K | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
