Search public Form 5500 filings

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Companies

planHaley Ward Employee Stock Ownership 401(K) PlanFinancial statementProvider compensation2023 filing
Sponsor: Haley WardEIN: 01-0360334Plan: 002Participants: 211Assets: $43,238,368Location: Bangor, MELatest: 2023
planHaley Ward, Inc. Health Plan2023 filing
Sponsor: Haley Ward, Inc.EIN: 01-0360334Plan: 501Participants: 115Assets: not reported in the loaded datasetLocation: Bangor, MELatest: 2023
planHaley Ward, Inc. Life & Disability Plan2023 filing
Sponsor: Haley Ward, Inc.EIN: 01-0360334Plan: 502Participants: 166Assets: not reported in the loaded datasetLocation: Bangor, MELatest: 2023

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

filing2023 Form 5500 — Haley Ward Employee Stock Ownership 401(K) Plan
Sponsor: Haley WardEIN: 01-0360334Plan: 002Ack ID: 20250722144300NAL0003303552001
filing2023 Form 5500 — Haley Ward, Inc. Health Plan
Sponsor: Haley Ward, Inc.EIN: 01-0360334Plan: 501Ack ID: 20250729111512NAL0001545059001
filing2023 Form 5500 — Haley Ward, Inc. Life & Disability Plan
Sponsor: Haley Ward, Inc.EIN: 01-0360334Plan: 502Ack ID: 20250729111533NAL0007255378001