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Filters:EIN 132775750 Clear all

Companies

companyBank Hapoalim Bm
$124.3Mreported plan assets
EIN: 13-2775750Location: NYPlans: 5Participants: 1,381Latest: 2023
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Plans

planBank Hapoalim B.M. Pension PlanFinancial statementProvider compensation2023 filing
$66.4Mreported assets (EOY)
Sponsor: Bank Hapoalim B.M.EIN: 13-2775750Plan: 001Participants: 456Assets: $66,409,383Net assets: $66.4MAssets / participant: $145.6KLocation: New York, NYLatest: 2023
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planBank Hapoalim B.M. Employee Savings And Investment PlanFinancial statementProvider compensation2023 filing
$57.9Mreported assets (EOY)
Sponsor: Bank Hapoalim B.M.EIN: 13-2775750Plan: 002Participants: 393Assets: $57,922,461Net assets: $57.9MAssets / participant: $147.4KLocation: New York, NYLatest: 2023
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planComprehensive Health Plan For Employees Of Bank Hapoalim B.M.2023 filing
Sponsor: Bank Hapoalim B.M.EIN: 13-2775750Plan: 502Participants: 225Assets: not reported in the loaded datasetLocation: New York, NYLatest: 2023
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planTravel Accident Plan For The Employees Of Bank Hapoalim B.M.2023 filing
Sponsor: Bank Hapoalim BmEIN: 13-2775750Plan: 504Participants: 70Assets: not reported in the loaded datasetLocation: New York, NYLatest: 2023
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planBank Hapoalim B.M. Severance Plan2023 filing
Sponsor: Bank Hapoalim B.M. Severance PlanEIN: 13-2775750Plan: 510Participants: 237Assets: not reported in the loaded datasetLocation: New York, NYLatest: 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 — Bank Hapoalim B.M. Pension Plan
Sponsor: Bank Hapoalim B.M.EIN: 13-2775750Plan: 001Ack ID: 20241009110708NAL0036808450001
filing2023 Form 5500 — Bank Hapoalim B.M. Employee Savings And Investment Plan
Sponsor: Bank Hapoalim B.M.EIN: 13-2775750Plan: 002Ack ID: 20240827153837NAL0023544498001
filing2023 Form 5500 — Comprehensive Health Plan For Employees Of Bank Hapoalim B.M.
Sponsor: Bank Hapoalim B.M.EIN: 13-2775750Plan: 502Ack ID: 20240429151611NAL0021403954001
filing2023 Form 5500 — Travel Accident Plan For The Employees Of Bank Hapoalim B.M.
Sponsor: Bank Hapoalim BmEIN: 13-2775750Plan: 504Ack ID: 20240723144935NAL0018578192001
filing2023 Form 5500 — Bank Hapoalim B.M. Severance Plan
Sponsor: Bank Hapoalim B.M. Severance PlanEIN: 13-2775750Plan: 510Ack ID: 20240723152554NAL0007439411001