OpenERISA

Bank Policy Institute

Washington, DC, 20005

EIN 36-0753125
Plans
2
Total participants
260
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
813000

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF002Bank Policy Institute Employee Thrift & Savings Plan53
2023Form 5500-SF002Bank Policy Institute Employee Thrift & Savings Plan50
2022Form 5500-SF002Bank Policy Institute Employee Thrift & Savings Plan51
2022Form 5500003The Financial Services Roundtable Retirement Plan0
2021Form 5500-SF002Bank Policy Institute Employee Thrift & Savings Plan53
2021Form 5500003The Financial Services Roundtable Retirement Plan0
2020Form 5500-SF002Bank Policy Institute Employee Thrift & Savings Plan52
2020Form 5500003The Financial Services Roundtable Retirement Plan1

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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