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Companies

companyBoard Of Trustees Local 804 Annuity Fund
1loaded plans
EIN: 11-2506358Location: NYPlans: 1Latest: 2023
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Plans

planLocal 804 Annuity FundFinancial statementProvider compensation2023 filing
$85.9Mreported assets (EOY)
Sponsor: Board Of Trustees Local 804 Annuity FundEIN: 11-2506358Plan: 002Participants: 7,956Assets: $85,885,453Location: Port Washington, NYLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023
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Filings

filing2023 Form 5500 — Local 804 Annuity Fund
Sponsor: Board Of Trustees Local 804 Annuity FundEIN: 11-2506358Plan: 002Ack ID: 20241012131743NAL0013331315001

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