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Filters:EIN 420649215 Clear all

Companies

companyThe Vernon Company
$35.8Mreported plan assets
EIN: 42-0649215Location: IAPlans: 3Participants: 566Latest: 2023
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Plans

planThe Vernon Company 401(K) Plan For Administrative And Affiliated CompanyFinancial statementProvider compensation2023 filing
$18.6Mreported assets (EOY)
Sponsor: The Vernon CompanyEIN: 42-0649215Plan: 004Participants: 172Assets: $18,582,475Net assets: $18.6MAssets / participant: $108KLocation: Newton, IALatest: 2023
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planThe Vernon Investment And Retirement Plan For Field SalespersonsFinancial statementProvider compensation2023 filing
$17.2Mreported assets (EOY)
Sponsor: The Vernon CompanyEIN: 42-0649215Plan: 002Participants: 128Assets: $17,169,724Net assets: $17.2MAssets / participant: $134.1KLocation: Newton, IALatest: 2023
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planVernon Company Welfare Benefit Plan2023 filing
Sponsor: The Vernon CompanyEIN: 42-0649215Plan: 512Participants: 266Assets: not reported in the loaded datasetLocation: Newton, IALatest: 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 Vernon Investment And Retirement Plan For Field Salespersons
Sponsor: The Vernon CompanyEIN: 42-0649215Plan: 002Ack ID: 20240724135103NAL0013064929001
filing2023 Form 5500 — The Vernon Company 401(K) Plan For Administrative And Affiliated Company
Sponsor: The Vernon CompanyEIN: 42-0649215Plan: 004Ack ID: 20240724140418NAL0008229795001
filing2023 Form 5500 — Vernon Company Welfare Benefit Plan
Sponsor: The Vernon CompanyEIN: 42-0649215Plan: 512Ack ID: 20241030101344NAL0000351187001