Columbia Dividend Value (Sa4at) — Form 5500 plan (Empower Annuity Insurance Company)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Columbia Dividend Value (Sa4at) is a benefit plan reported by Empower Annuity Insurance Company under EIN 06-1050034 and plan number 785. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,042,451,097 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Empower Annuity Insurance Company
EIN
06-1050034
Plan number
785
Plan type
4
Location
Greenwood Village, CO
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$1,042,451,097

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH20240925154317NAL0014973473001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,042,451,097
Total liabilities (EOY)
$1,337,179
Net assets (EOY)
$1,041,113,918
Net assets (BOY)
$885,076,355

Income & contributions

Total contributions
$0
Total income / additions
$105,605,831

Expenses & distributions

Benefits paid
$0
Administrative expenses
$4,249,938
Total expenses
$4,249,938
Net increase / (decrease)
$101,355,893

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages