Search public Form 5500 filings

13 results

Companies

companyTrustees Of Phillips Academy
EIN: 04-2103579Location: MAPlans: 2Latest: 2023

planPhillips Academy Retirement PlanFinancial statementProvider compensation2023 filing
Sponsor: Trustees Of Phillips AcademyEIN: 04-2103579Plan: 001Participants: 1,422Assets: $322,517,219Location: Andover, MALatest: 2023
planPhillips Academy Health And Welfare Plan2023 filing
Sponsor: Trustees Of Phillips AcademyEIN: 04-2103579Plan: 502Participants: 597Assets: not reported in the loaded datasetLocation: Andover, MALatest: 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 — Phillips Academy Retirement Plan
Sponsor: Trustees Of Phillips AcademyEIN: 04-2103579Plan: 001Ack ID: 20241003075904NAL0010223633001
filing2023 Form 5500 — Phillips Academy Health And Welfare Plan
Sponsor: Trustees Of Phillips AcademyEIN: 04-2103579Plan: 502Ack ID: 20241210103305NAL0016222400001