Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear

25 results

Sort:Relevance Latest filing year Largest assets Most participants Highest provider compensation

Filters:EIN 020222126 Clear all

Companies

companyExeter Health Resources, Inc.
$278.7Mreported plan assets
EIN: 02-0222126Location: NHPlans: 10Participants: 16,713Latest: 2023
View company financial profile →

Plans

planExeter Health Resources 403(B) Retirement Savings PlanFinancial statementProvider compensation2023 filing
$171.2Mreported assets (EOY)
Sponsor: Exeter Health Resources, IncEIN: 02-0222126Plan: 002Participants: 2,870Assets: $171,189,331Net assets: $171.2MAssets / participant: $59.6KLocation: Exeter, NHLatest: 2023
View financial statement →
planExeter Health Resources, Inc. Account Balance Pension PlanFinancial statementProvider compensation2023 filing
$107.3Mreported assets (EOY)
Sponsor: Exeter Health Resources, Inc.EIN: 02-0222126Plan: 001Participants: 1,918Assets: $107,311,937Net assets: $107.2MAssets / participant: $55.9KLocation: Exeter, NHLatest: 2023
View financial statement →
planExeter Health Resources, Inc. Short Term Disability PlanFinancial statementProvider compensation2023 filing
$215.7Kreported assets (EOY)
Sponsor: Exeter Health Resources, Inc.EIN: 02-0222126Plan: 507Participants: 1,596Assets: $215,719Net assets: $122.8KAssets / participant: $135Location: Exeter, NHLatest: 2023
View financial statement →
planExeter Health Resources Inc Group Life Insurance And Accidental Death And Dismemberment2023 filing
Sponsor: Exeter Health Resources, Inc.EIN: 02-0222126Plan: 503Participants: 2,079Assets: not reported in the loaded datasetLocation: Exeter, NHLatest: 2023
View plan profile →
planExeter Health Resources Inc Prepaid Dental Care Plan2023 filing
Sponsor: Exeter Health Resources, Inc.EIN: 02-0222126Plan: 504Participants: 1,570Assets: not reported in the loaded datasetLocation: Exeter, NHLatest: 2023
View plan profile →
planExeter Health Section 125 Flexible Spending Plan2023 filing
Sponsor: Exeter Health Resources, Inc.EIN: 02-0222126Plan: 505Participants: 897Assets: not reported in the loaded datasetLocation: Exeter, NHLatest: 2023
View plan profile →
planExeter Health Resources Inc Business Travel Accident2023 filing
Sponsor: Exeter Health Resources, Inc.EIN: 02-0222126Plan: 506Participants: 2,472Assets: not reported in the loaded datasetLocation: Exeter, NHLatest: 2023
View plan profile →
planExeter Health Resources, Inc.2023 filing
Sponsor: Exeter Health Resources, Inc.EIN: 02-0222126Plan: 508Participants: 134Assets: not reported in the loaded datasetLocation: Exeter, NHLatest: 2023
View plan profile →

Service providers

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

Filings

filing2023 Form 5500 — Exeter Health Resources, Inc. Account Balance Pension Plan
Sponsor: Exeter Health Resources, Inc.EIN: 02-0222126Plan: 001Ack ID: 20241014115947NAL0045873296001
filing2023 Form 5500 — Exeter Health Resources 403(B) Retirement Savings Plan
Sponsor: Exeter Health Resources, IncEIN: 02-0222126Plan: 002Ack ID: 20241014084623NAL0026845841001
filing2023 Form 5500 — Exeter Health Resources Inc Long Term Disability Plan
Sponsor: Exeter Health Resources, Inc.EIN: 02-0222126Plan: 501Ack ID: 20241010175534NAL0010320755001
filing2023 Form 5500 — Exeter Health Resources Inc Health Insurance Plan
Sponsor: Exeter Health Resources, Inc.EIN: 02-0222126Plan: 502Ack ID: 20241010175617NAL0011797315001
filing2023 Form 5500 — Exeter Health Resources Inc Group Life Insurance And Accidental Death And Dismemberment
Sponsor: Exeter Health Resources, Inc.EIN: 02-0222126Plan: 503Ack ID: 20241010175833NAL0010322275001
filing2023 Form 5500 — Exeter Health Resources Inc Prepaid Dental Care Plan
Sponsor: Exeter Health Resources, Inc.EIN: 02-0222126Plan: 504Ack ID: 20241010175915NAL0011799155001
filing2023 Form 5500 — Exeter Health Section 125 Flexible Spending Plan
Sponsor: Exeter Health Resources, Inc.EIN: 02-0222126Plan: 505Ack ID: 20241011135046NAL0037112640001
filing2023 Form 5500 — Exeter Health Resources Inc Business Travel Accident
Sponsor: Exeter Health Resources, Inc.EIN: 02-0222126Plan: 506Ack ID: 20241011135136NAL0022875521001