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Filters:State: MA City: DEERFIELD Clear all

Companies

companyTrustees Of Deerfield Academy
$142.7Mreported plan assets
EIN: 04-2103563Location: MAPlans: 2Participants: 1,306Latest: 2023
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companyAllen-Chase Foundation
$44Mreported plan assets
EIN: 04-2108341Location: MAPlans: 2Participants: 533Latest: 2023
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Plans

planTrustees Of Deerfield Academy Defined Contribution Retirement PlanFinancial statementProvider compensation2023 filing
$142.7Mreported assets (EOY)
Sponsor: Trustees Of Deerfield AcademyEIN: 04-2103563Plan: 001Participants: 942Assets: $142,729,607Net assets: $142.7MAssets / participant: $151.5KLocation: Deerfield, MALatest: 2023
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planAllen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement PlanFinancial statementProvider compensation2023 filing
$44Mreported assets (EOY)
Sponsor: Allen Chase Foundation Dba Eaglebrook SchoolEIN: 04-2108341Plan: 001Participants: 386Assets: $43,987,171Net assets: $44MAssets / participant: $114KLocation: Deerfield, MALatest: 2023
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planDeerfield Academy Group Health Insurance Plan2023 filing
Sponsor: Trustees Of Deerfield AcademyEIN: 04-2103563Plan: 501Participants: 364Assets: not reported in the loaded datasetLocation: Deerfield, MALatest: 2023
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planAllen-Chase Foundation Dba Eaglebrook School Welfare Benefit Plan2023 filing
Sponsor: Allen-Chase FoundationEIN: 04-2108341Plan: 502Participants: 147Assets: not reported in the loaded datasetLocation: Deerfield, MALatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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