Search public Form 5500 filings

15 results

Companies

planElwyn Defined Contribution 403(B) PlanFinancial statementProvider compensation2023 filing
Sponsor: ElwynEIN: 23-1352117Plan: 003Participants: 3,152Assets: $58,415,351Location: Elwyn, PALatest: 2023
planElwyn, Inc. Retirement PlanFinancial statementProvider compensation2023 filing
Sponsor: ElwynEIN: 23-1352117Plan: 001Participants: 2,681Assets: $44,543,900Location: Elwyn, PALatest: 2023
planElwyn, Inc. Health And Welfare Benefit Plan2023 filing
Sponsor: Elwyn, Inc.EIN: 23-1352117Plan: 508Participants: 2,900Assets: not reported in the loaded datasetLocation: Elwyn, PALatest: 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 — Elwyn, Inc. Retirement Plan
Sponsor: ElwynEIN: 23-1352117Plan: 001Ack ID: 20240930072152NAL0002480563001
filing2023 Form 5500 — Elwyn Defined Contribution 403(B) Plan
Sponsor: ElwynEIN: 23-1352117Plan: 003Ack ID: 20241011090134NAL0012305443001
filing2023 Form 5500 — Elwyn, Inc. Health And Welfare Benefit Plan
Sponsor: Elwyn, Inc.EIN: 23-1352117Plan: 508Ack ID: 20240829075855NAL0006294659001