Search public Form 5500 filings

13 results

Companies

companyBoard Of Trustees Of The United Welfare Fund
EIN: 11-1823976Location: NYPlans: 2Latest: 2023

planUnited Welfare Fund-Welfare DivisionFinancial statementProvider compensation2023 filing
Sponsor: Board Of Trustees Of The United Welfare FundEIN: 11-1823976Plan: 502Participants: 74,993Assets: $277,693,895Location: New Rochelle, NYLatest: 2023
planUnited Welfare Fund-Security PlanFinancial statementProvider compensation2023 filing
Sponsor: Board Of Trustees Of The United Welfare FundEIN: 11-1823976Plan: 501Participants: 24,252Assets: $271,953,841Location: New Rochelle, NYLatest: 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 — United Welfare Fund-Security Plan
Sponsor: Board Of Trustees Of The United Welfare FundEIN: 11-1823976Plan: 501Ack ID: 20250214141457NAL0048031010001
filing2023 Form 5500 — United Welfare Fund-Welfare Division
Sponsor: Board Of Trustees Of The United Welfare FundEIN: 11-1823976Plan: 502Ack ID: 20250214165105NAL0025067873001