Search public Form 5500 filings

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Companies

companySan Antonio Regional Hospital
3loaded plans
EIN: 95-1183919Location: CAPlans: 3Latest: 2023
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companyHollins Management Group, Inc.
2loaded plans
EIN: 20-5854881Location: CAPlans: 2Latest: 2023
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companyLewis Management Corp.
2loaded plans
EIN: 47-2958500Location: CAPlans: 2Latest: 2023
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companyHolliday Rock Co., Inc.
2loaded plans
EIN: 95-2105161Location: CAPlans: 2Latest: 2023
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companyAppliance Enameling & Service
2loaded plans
EIN: 95-2881548Location: CAPlans: 2Latest: 2023
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companyB &D Construction Co., Inc.
1loaded plans
EIN: 33-0890957Location: CAPlans: 1Latest: 2023
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companyW. Steven Heise
1loaded plans
EIN: 33-0886344Location: CAPlans: 1Latest: 2023
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companySdf Investments, Inc.
1loaded plans
EIN: 26-2797426Location: CAPlans: 1Latest: 2023
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Plans

planSan Antonio Regional Hospital Savings PlanFinancial statementProvider compensation2023 filing
$173.8Mreported assets (EOY)
Sponsor: San Antonio Regional HospitalEIN: 95-1183919Plan: 002Participants: 3,029Assets: $173,824,754Location: Upland, CALatest: 2023
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planSan Antonio Regional Hospital Retirement PlanFinancial statementProvider compensation2023 filing
$77.5Mreported assets (EOY)
Sponsor: San Antonio Regional HospitalEIN: 95-1183919Plan: 001Participants: 882Assets: $77,509,569Location: Upland, CALatest: 2023
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planLewis Management Corp. 401(K) PlanFinancial statementProvider compensation2023 filing
$59.1Mreported assets (EOY)
Sponsor: Lewis Management Corp.EIN: 47-2958500Plan: 001Participants: 684Assets: $59,106,389Location: Upland, CALatest: 2023
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planHolliday Rock Co., Inc. 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
$27.5Mreported assets (EOY)
Sponsor: Holliday Rock Co., Inc.EIN: 95-2105161Plan: 003Participants: 634Assets: $27,506,016Location: Upland, CALatest: 2023
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planMladen Buntich Construction Co., Inc. 401(K) Retirement PlanFinancial statement2023 filing
$11Mreported assets (EOY)
Sponsor: Mladen Buntich Construction Co., Inc.EIN: 95-3275804Plan: 002Participants: 24Assets: $10,996,342Location: Upland, CALatest: 2023
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planAnalytik Jena Us 401(K) PlanFinancial statementProvider compensation2023 filing
$9.6Mreported assets (EOY)
Sponsor: Analytik Jena Us LLCEIN: 20-5808067Plan: 001Participants: 134Assets: $9,589,237Location: Upland, CALatest: 2023
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planHollins Management Group, Inc.401(K) PlanFinancial statementProvider compensation2023 filing
$6.9Mreported assets (EOY)
Sponsor: Hollins Management Group, Inc.EIN: 20-5854881Plan: 001Participants: 1,995Assets: $6,873,460Location: Upland, CALatest: 2023
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planOaktree Funding Corp 401(K) Profit Sharing Plan & TrustFinancial statement2023 filing
$4.4Mreported assets (EOY)
Sponsor: Oaktree Funding CorpEIN: 95-4267987Plan: 001Participants: 101Assets: $4,433,897Location: Upland, CALatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023
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