Search public Form 5500 filings

17 results

Companies

planTraditions Bank Retirement PlanFinancial statementProvider compensation2023 filing
Sponsor: Traditions BankEIN: 03-0454928Plan: 001Participants: 189Assets: $18,666,064Location: York, PALatest: 2023
planTraditions Bank Group Health PlanFinancial statementProvider compensation2023 filing
Sponsor: Traditions BankEIN: 03-0454928Plan: 501Participants: 132Assets: $80,422Location: York, PALatest: 2023
planTraditions Bank2023 filing
Sponsor: Traditions BankEIN: 03-0454928Plan: 502Participants: 165Assets: not reported in the loaded datasetLocation: York, PALatest: 2023
planTraditions Bank Group Insurance Plan2023 filing
Sponsor: Traditions BankEIN: 03-0454928Plan: 503Participants: 125Assets: not reported in the loaded datasetLocation: York, PALatest: 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 — Traditions Bank Retirement Plan
Sponsor: Traditions BankEIN: 03-0454928Plan: 001Ack ID: 20240729122309NAL0018758161001
filing2023 Form 5500 — Traditions Bank Group Health Plan
Sponsor: Traditions BankEIN: 03-0454928Plan: 501Ack ID: 20240912085742NAL0014232800001
filing2023 Form 5500 — Traditions Bank
Sponsor: Traditions BankEIN: 03-0454928Plan: 502Ack ID: 20240501163246NAL0018162867001
filing2023 Form 5500 — Traditions Bank Group Insurance Plan
Sponsor: Traditions BankEIN: 03-0454928Plan: 503Ack ID: 20240705155238NAL0006159731001