Search public Form 5500 filings

Plans

• planProcore Technologies Retirement PlanFinancial statementProvider compensation2023 filing
  Sponsor: Procore Technologies, Inc.EIN: 73-1636261Plan: 001Participants: 3,963Assets: $258,959,140Location: Carpinteria, CALatest: 2023
• planDoxa Insurance Holdings, LLC 401(K) PlanFinancial statementProvider compensation2023 filing
  Sponsor: Doxa Insurance Holdings, LLCEIN: 47-4868271Plan: 002Participants: 248Assets: $39,873,024Location: Carpinteria, CALatest: 2023
• planTiaa-Cref Retirement Plan For Employees Of Cate SchoolFinancial statementProvider compensation2023 filing
  Sponsor: Cate SchoolEIN: 95-1644630Plan: 001Participants: 272Assets: $37,836,574Location: Carpinteria, CALatest: 2023
• planPlanmember Services Corporation 401(K) PlanFinancial statementProvider compensation2023 filing
  Sponsor: Planmember Services CorporationEIN: 77-0309553Plan: 001Participants: 271Assets: $30,869,673Location: Carpinteria, CALatest: 2023
• planBega North America, Inc. Salary Savings PlanFinancial statementProvider compensation2023 filing
  Sponsor: Bega North America, Inc.EIN: 77-0079386Plan: 001Participants: 226Assets: $26,375,320Location: Carpinteria, CALatest: 2023
• planCate School Corporation Profit Sharing PlanFinancial statementProvider compensation2023 filing
  Sponsor: Cate School CorporationEIN: 95-1644630Plan: 002Participants: 191Assets: $19,001,313Location: Carpinteria, CALatest: 2023
• planPacifica Graduate Institute 401(K) PlanFinancial statementProvider compensation2023 filing
  Sponsor: Santa Barbara Graduate School, Inc. Dba Pacifica Graduate InstituteEIN: 77-0119973Plan: 001Participants: 379Assets: $15,705,767Location: Carpinteria, CALatest: 2023
• planPacifica Graduate Institute Employees' Retirement PlanFinancial statementProvider compensation2023 filing
  Sponsor: Pacifica Graduate InstituteEIN: 77-0119973Plan: 002Participants: 165Assets: $11,854,065Location: Carpinteria, CALatest: 2023