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Companies

companyTrustees Of Central States, Se & Sw Areas Health & Welfare Fund
$17.1Breported plan assets
EIN: 36-2154936Location: ILPlans: 4Participants: 252,849Latest: 2023
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Plans

planCentral States, Southeast & Southwest Areas Health And Welfare Plan Active PlanFinancial statementProvider compensation2023 filing
$14.2Breported assets (EOY)
Sponsor: Trustees Of Central States, Se & Sw Areas Health & Welfare FundEIN: 36-2154936Plan: 501Participants: 237,668Assets: $14,196,797,261Net assets: $9BAssets / participant: $59.7KLocation: Chicago, ILLatest: 2023
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planCentral States, Southeast & Southwest Areas Health And Welfare Plan Retiree PlanFinancial statement2023 filing
$2.8Breported assets (EOY)
Sponsor: Trustees Of Central States Se & Sw Areas Health And Welfare FundEIN: 36-2154936Plan: 503Participants: 14,131Assets: $2,802,667,523Net assets: $2.8BAssets / participant: $198.3KLocation: Chicago, ILLatest: 2023
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planCentral States 401(K) Retirement Savings PlanFinancial statementProvider compensation2023 filing
$122.2Mreported assets (EOY)
Sponsor: Central States, Se & Sw Areas Health & Pension FundsEIN: 36-2154936Plan: 002Participants: 834Assets: $122,187,692Net assets: $122.2MAssets / participant: $146.5KLocation: Chicago, ILLatest: 2023
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planCentral States Flexible Benefits Plan2023 filing
Sponsor: Central States, Se And Sw Areas Health And Pension FundsEIN: 36-2154936Plan: 502Participants: 216Assets: not reported in the loaded datasetLocation: Chicago, ILLatest: 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 — Central States 401(K) Retirement Savings Plan
Sponsor: Central States, Se & Sw Areas Health & Pension FundsEIN: 36-2154936Plan: 002Ack ID: 20241010114538NAL0020012129001
filing2023 Form 5500 — Central States, Southeast & Southwest Areas Health And Welfare Plan Active Plan
Sponsor: Trustees Of Central States, Se & Sw Areas Health & Welfare FundEIN: 36-2154936Plan: 501Ack ID: 20241010114854NAL0009959651001
filing2023 Form 5500 — Central States Flexible Benefits Plan
Sponsor: Central States, Se And Sw Areas Health And Pension FundsEIN: 36-2154936Plan: 502Ack ID: 20240723152311NAL0012029857001
filing2023 Form 5500 — Central States, Southeast & Southwest Areas Health And Welfare Plan Retiree Plan
Sponsor: Trustees Of Central States Se & Sw Areas Health And Welfare FundEIN: 36-2154936Plan: 503Ack ID: 20241010114458NAL0035597104001