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Filters:EIN 060902362 Clear all

Companies

companySonalysts, Inc.
$259Mreported plan assets
EIN: 06-0902362Location: CTPlans: 8Participants: 3,106Latest: 2023
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Plans

planSonalysts, Inc. Retirement And Savings PlanFinancial statementProvider compensation2023 filing
$133.7Mreported assets (EOY)
Sponsor: Sonalysts, Inc.EIN: 06-0902362Plan: 003Participants: 687Assets: $133,729,393Net assets: $133.7MAssets / participant: $194.7KLocation: Waterford, CTLatest: 2023
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planSonalysts, Inc. Employee Stock Ownership PlanFinancial statementProvider compensation2023 filing
$125.3Mreported assets (EOY)
Sponsor: Sonalysts, IncEIN: 06-0902362Plan: 002Participants: 550Assets: $125,286,205Net assets: $125.3MAssets / participant: $227.8KLocation: Waterford, CTLatest: 2023
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planSonalysts, Inc. Group Health Insurance Plan2023 filing
Sponsor: Sonalysts, Inc.EIN: 06-0902362Plan: 501Participants: 219Assets: not reported in the loaded datasetLocation: Waterford, CTLatest: 2023
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planSonalysts, Inc. Group Life Accidental Death And Dismemberment Insurance Plan2023 filing
Sponsor: Sonalysts, Inc.EIN: 06-0902362Plan: 502Participants: 409Assets: not reported in the loaded datasetLocation: Waterford, CTLatest: 2023
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planSonalysts, Inc. Group Long Term Disability Income Replacement Plan2023 filing
Sponsor: Sonalysts, Inc.EIN: 06-0902362Plan: 505Participants: 409Assets: not reported in the loaded datasetLocation: Waterford, CTLatest: 2023
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planSonalysts, Inc. Health Care Reimbursement2023 filing
Sponsor: Sonalysts, Inc.EIN: 06-0902362Plan: 508Participants: 149Assets: not reported in the loaded datasetLocation: Waterford, CTLatest: 2023
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planSonalysts, Inc. Group Short Term Disability Income Replacement Plan2023 filing
Sponsor: Sonalysts, Inc.EIN: 06-0902362Plan: 509Participants: 408Assets: not reported in the loaded datasetLocation: Waterford, CTLatest: 2023
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planSonalysts, Inc. Group Dental Insurance Plan2023 filing
Sponsor: Sonalysts, Inc.EIN: 06-0902362Plan: 510Participants: 275Assets: not reported in the loaded datasetLocation: Waterford, CTLatest: 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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Filings

filing2023 Form 5500 — Sonalysts, Inc. Employee Stock Ownership Plan
Sponsor: Sonalysts, IncEIN: 06-0902362Plan: 002Ack ID: 20250529150625NAL0007452513001
filing2023 Form 5500 — Sonalysts, Inc. Retirement And Savings Plan
Sponsor: Sonalysts, Inc.EIN: 06-0902362Plan: 003Ack ID: 20250528143826NAL0018918114001
filing2023 Form 5500 — Sonalysts, Inc. Group Health Insurance Plan
Sponsor: Sonalysts, Inc.EIN: 06-0902362Plan: 501Ack ID: 20250528142344NAL0007144481001
filing2023 Form 5500 — Sonalysts, Inc. Group Life Accidental Death And Dismemberment Insurance Plan
Sponsor: Sonalysts, Inc.EIN: 06-0902362Plan: 502Ack ID: 20250528142553NAL0004426883001
filing2023 Form 5500 — Sonalysts, Inc. Group Long Term Disability Income Replacement Plan
Sponsor: Sonalysts, Inc.EIN: 06-0902362Plan: 505Ack ID: 20250528142449NAL0007145505001
filing2023 Form 5500 — Sonalysts, Inc. Health Care Reimbursement
Sponsor: Sonalysts, Inc.EIN: 06-0902362Plan: 508Ack ID: 20250528142026NAL0007142961001
filing2023 Form 5500 — Sonalysts, Inc. Group Short Term Disability Income Replacement Plan
Sponsor: Sonalysts, Inc.EIN: 06-0902362Plan: 509Ack ID: 20250528142700NAL0004446035001
filing2023 Form 5500 — Sonalysts, Inc. Group Dental Insurance Plan
Sponsor: Sonalysts, Inc.EIN: 06-0902362Plan: 510Ack ID: 20250528142238NAL0004443475001