Search public Form 5500 filings

Plans

• planBpas Pep SelectFinancial statement2023 filing
  $1.7Mreported assets (EOY)
  Sponsor: Benefit Plans Administrative Services, LLC (Pooled Plan Provider)EIN: 16-1616474Plan: 001Participants: 47Assets: $1,692,480Net assets: $1.7MAssets / participant: $36KLocation: Utica, NYLatest: 2023
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• planThe Rockland Trust Pooled Employer PlanFinancial statement2023 filing
  $1.6Mreported assets (EOY)
  Sponsor: Benefit Plans Administrative Services, LLCEIN: 16-1616474Plan: 002Participants: 64Assets: $1,579,309Net assets: $1.6MAssets / participant: $24.7KLocation: Utica, NYLatest: 2023
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• planThe Capital Wealth Management PepFinancial statement2023 filing
  $0reported assets (EOY)
  Sponsor: Benefit Plans Administrative Services, LLCEIN: 16-1616474Plan: 003Participants: 0Assets: $0Net assets: $0Location: Utica, NYLatest: 2023
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• planThe Granite Financial Partners PepFinancial statement2023 filing
  $0reported assets (EOY)
  Sponsor: Benefit Plans Administrative Services, LLCEIN: 16-1616474Plan: 004Participants: 0Assets: $0Net assets: $0Location: Utica, NYLatest: 2023
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