Search public Form 5500 filings

13 results

Companies

planLiving Branches Retirement PlanFinancial statementProvider compensation2023 filing
Sponsor: Living BranchesEIN: 23-2125481Plan: 002Participants: 738Assets: $25,292,936Location: Lansdale, PALatest: 2023
planLiving Branches Welfare Plan2023 filing
Sponsor: Living BranchesEIN: 23-2125481Plan: 503Participants: 324Assets: not reported in the loaded datasetLocation: Souderton, 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 — Living Branches Retirement Plan
Sponsor: Living BranchesEIN: 23-2125481Plan: 002Ack ID: 20250414081634NAL0001564289001
filing2023 Form 5500 — Living Branches Welfare Plan
Sponsor: Living BranchesEIN: 23-2125481Plan: 503Ack ID: 20240326133011NAL0000520913001