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Filters:EIN 410758756 Clear all

Companies

companyPresbyterian Homes And Services
$182.3Mreported plan assets
EIN: 41-0758756Location: MNPlans: 3Participants: 17,488Latest: 2023
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Plans

planPresbyterian Homes And Services Tax Deferred Annuity PlanFinancial statementProvider compensation2023 filing
$103.8Mreported assets (EOY)
Sponsor: Presbyterian Homes And ServicesEIN: 41-0758756Plan: 007Participants: 8,500Assets: $103,797,675Net assets: $103.8MAssets / participant: $12.2KLocation: Roseville, MNLatest: 2023
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planPresbyterian Homes And Services Employees Retirement Savings And Investment PlanFinancial statementProvider compensation2023 filing
$78.5Mreported assets (EOY)
Sponsor: Presbyterian Homes And ServicesEIN: 41-0758756Plan: 006Participants: 5,757Assets: $78,514,952Net assets: $78.5MAssets / participant: $13.6KLocation: Roseville, MNLatest: 2023
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planPresbyterian Homes & Services Health And Welfare Benefit Plan2023 filing
Sponsor: Presbyterian Homes & ServicesEIN: 41-0758756Plan: 501Participants: 3,231Assets: not reported in the loaded datasetLocation: Roseville, MNLatest: 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 — Presbyterian Homes And Services Employees Retirement Savings And Investment Plan
Sponsor: Presbyterian Homes And ServicesEIN: 41-0758756Plan: 006Ack ID: 20241011140433NAL0044540994001
filing2023 Form 5500 — Presbyterian Homes And Services Tax Deferred Annuity Plan
Sponsor: Presbyterian Homes And ServicesEIN: 41-0758756Plan: 007Ack ID: 20241011140521NAL0012571267001
filing2023 Form 5500 — Presbyterian Homes & Services Health And Welfare Benefit Plan
Sponsor: Presbyterian Homes & ServicesEIN: 41-0758756Plan: 501Ack ID: 20250203150357NAL0011664848001