Search public Form 5500 filings

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Companies

companyBoard Of Trustees Of Smw Lu No. 28 Annuity Fund
EIN: 13-3073165Location: NYPlans: 1Latest: 2023

planSheet Metal Workers Local Union No. 28 Annuity FundFinancial statementProvider compensation2023 filing
Sponsor: Board Of Trustees Of Smw Lu No. 28 Annuity FundEIN: 13-3073165Plan: 002Participants: 4,150Assets: $571,462,434Location: Mineola, 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 — Sheet Metal Workers Local Union No. 28 Annuity Fund
Sponsor: Board Of Trustees Of Smw Lu No. 28 Annuity FundEIN: 13-3073165Plan: 002Ack ID: 20241012104115NAL0013279715001