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Filters:State: OH City: VALLEY VIEW Clear all

Companies

companyRefrigeration Sales Corporation
3loaded plans
EIN: 34-0657342Location: OHPlans: 3Participants: 402Latest: 2023
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companySafeguard Properties Management, LLC
$27.5Mreported plan assets
EIN: 90-0881590Location: OHPlans: 2Participants: 801Latest: 2023
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companyJoint Board Of Trustees Of Bac Local 23 North Shore Chapter
$119.6Mreported plan assets
EIN: 62-1523674Location: OHPlans: 2Participants: 2,476Latest: 2023
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companyCleveland Bakers And Affiliated Union 401(K) Plan
$8.6Mreported plan assets
EIN: 34-0082405Location: OHPlans: 1Participants: 1,801Latest: 2023
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companyPrecision Metal Products, Inc.
$2.4Mreported plan assets
EIN: 34-0893837Location: OHPlans: 1Participants: 45Latest: 2023
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companyJoint Bot Cleveland Bakers And Teamsters Pension Fund
$348.3Mreported plan assets
EIN: 34-0904419Location: OHPlans: 1Participants: 9,084Latest: 2023
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companyJoint Bot Cleveland Bakers And Teamsters H & W Fund
$111.5Mreported plan assets
EIN: 34-0753693Location: OHPlans: 1Participants: 7,247Latest: 2023
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companyKase Equipment Corporation
$5.4Mreported plan assets
EIN: 34-0946425Location: OHPlans: 1Participants: 42Latest: 2023
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Plans

planCleveland Bakers And Teamsters Pension FundFinancial statementProvider compensation2023 filing
$348.3Mreported assets (EOY)
Sponsor: Joint Bot Cleveland Bakers And Teamsters Pension FundEIN: 34-0904419Plan: 001Participants: 9,084Assets: $348,260,944Net assets: $347.8MAssets / participant: $38.3KLocation: Valley View, OHLatest: 2023
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planBuilding Material Drivers Local 436 Pension FundFinancial statementProvider compensation2023 filing
$113.8Mreported assets (EOY)
Sponsor: Board Of Trustees Of Building Matl Drivers Local 436 Pension FundEIN: 34-6665225Plan: 001Participants: 1,409Assets: $113,751,618Net assets: $113.5MAssets / participant: $80.7KLocation: Valley View, OHLatest: 2023
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planCleveland Bakers And Teamsters Health And Welfare FundFinancial statementProvider compensation2023 filing
$111.5Mreported assets (EOY)
Sponsor: Joint Bot Cleveland Bakers And Teamsters H & W FundEIN: 34-0753693Plan: 501Participants: 7,247Assets: $111,477,545Net assets: $105.1MAssets / participant: $15.4KLocation: Valley View, OHLatest: 2023
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planTeamsters Union Local No. 52 Pension FundFinancial statementProvider compensation2023 filing
$107.4Mreported assets (EOY)
Sponsor: Board Of Trustees, Teamsters Union Local No. 52 Pension FundEIN: 51-6098763Plan: 001Participants: 740Assets: $107,435,412Net assets: $107.4MAssets / participant: $145.2KLocation: Valley View, OHLatest: 2023
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planBac Local 23 North Shore Chapter Pension FundFinancial statementProvider compensation2023 filing
$105.5Mreported assets (EOY)
Sponsor: Joint Board Of Trustees Of Bac Local 23 North Shore ChapterEIN: 62-1523674Plan: 001Participants: 1,476Assets: $105,530,377Net assets: $105.3MAssets / participant: $71.5KLocation: Valley View, OHLatest: 2023
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planCarepathrx 401(K) PlanFinancial statementProvider compensation2023 filing
$64.9Mreported assets (EOY)
Sponsor: Carepathrx Midco Inc.EIN: 84-3548586Plan: 001Participants: 2,272Assets: $64,913,659Net assets: $64.9MAssets / participant: $28.6KLocation: Valley View, OHLatest: 2023
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planSafeguard Properties Management, LLC 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
$27.5Mreported assets (EOY)
Sponsor: Safeguard Properties Management, LLCEIN: 90-0881590Plan: 001Participants: 562Assets: $27,469,763Net assets: $27.5MAssets / participant: $48.9KLocation: Valley View, OHLatest: 2023
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planRefrigeration Sales Corporation Of Cleveland 401(K) Savings & Profit Sharing PlanFinancial statementProvider compensation2023 filing
$21.7Mreported assets (EOY)
Sponsor: Refrigeration Sales Company LLCEIN: 86-3955916Plan: 001Participants: 195Assets: $21,736,361Net assets: $21.7MAssets / participant: $111.5KLocation: Valley View, OHLatest: 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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