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Filters:EIN 382758582 Clear all

Companies

companyThe Heritage Community Of Kalamazoo
$6.2Mreported plan assets
EIN: 38-2758582Location: MIPlans: 3Participants: 1,142Latest: 2023
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Plans

planThe Heritage Community Of Kalamazoo 403 (B) PlanFinancial statementProvider compensation2023 filing
$5.8Mreported assets (EOY)
Sponsor: The Heritage Community Of KalamazooEIN: 38-2758582Plan: 002Participants: 427Assets: $5,841,915Net assets: $5.8MAssets / participant: $13.7KLocation: Kalamazoo, MILatest: 2023
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planThe Heritage Community Of Kalamazoo Savings PlanFinancial statementProvider compensation2023 filing
$309.1Kreported assets (EOY)
Sponsor: The Heritage Community Of KalamazooEIN: 38-2758582Plan: 001Participants: 527Assets: $309,123Net assets: $309.1KAssets / participant: $587Location: Kalamazoo, MILatest: 2023
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planHeritage Community Of Kalamazoo Welfare Benefit Plan2023 filing
Sponsor: Heritage Community Of KalamazooEIN: 38-2758582Plan: 501Participants: 188Assets: not reported in the loaded datasetLocation: Kalamazoo, MILatest: 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 — The Heritage Community Of Kalamazoo Savings Plan
Sponsor: The Heritage Community Of KalamazooEIN: 38-2758582Plan: 001Ack ID: 20250210081908NAL0008975379001
filing2023 Form 5500 — The Heritage Community Of Kalamazoo 403 (B) Plan
Sponsor: The Heritage Community Of KalamazooEIN: 38-2758582Plan: 002Ack ID: 20250210081805NAL0030036848001
filing2023 Form 5500 — Heritage Community Of Kalamazoo Welfare Benefit Plan
Sponsor: Heritage Community Of KalamazooEIN: 38-2758582Plan: 501Ack ID: 20241118171641NAL0001533025001