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Filters:EIN 520742033 Clear all

Companies

companyBoland Trane Services, Inc.
$66.7Mreported plan assets
EIN: 52-0742033Location: MDPlans: 7Participants: 1,583Latest: 2023
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Plans

planBoland Enterprises Profit Sharing 401(K) Plan - BtsFinancial statementProvider compensation2023 filing
$52.2Mreported assets (EOY)
Sponsor: Boland Trane Services, Inc.EIN: 52-0742033Plan: 002Participants: 236Assets: $52,195,122Net assets: $52.2MAssets / participant: $221.2KLocation: Gaithersburg, MDLatest: 2023
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planBoland Enterprises Profit Sharing 401(K) Plan For Service Engineers Bargaining UnitFinancial statementProvider compensation2023 filing
$14.5Mreported assets (EOY)
Sponsor: Boland Trane Services, Inc.EIN: 52-0742033Plan: 003Participants: 176Assets: $14,547,645Net assets: $14.5MAssets / participant: $82.7KLocation: Gaithersburg, MDLatest: 2023
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planGroup Medical Benefits Plan2023 filing
Sponsor: Boland Services, Inc.EIN: 52-0742033Plan: 501Participants: 110Assets: not reported in the loaded datasetLocation: Gaithersburg, MDLatest: 2023
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planGroup Long-Term Disability Plan2023 filing
Sponsor: Boland Services, Inc.EIN: 52-0742033Plan: 502Participants: 384Assets: not reported in the loaded datasetLocation: Gaithersburg, MDLatest: 2023
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planGroup Life/Accidental Death & Dismemberment Plan2023 filing
Sponsor: Boland Services, Inc.EIN: 52-0742033Plan: 503Participants: 381Assets: not reported in the loaded datasetLocation: Gaithersburg, MDLatest: 2023
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planGroup Dental Benefits Plan2023 filing
Sponsor: Boland Services, Inc.EIN: 52-0742033Plan: 504Participants: 168Assets: not reported in the loaded datasetLocation: Gaithersburg, MDLatest: 2023
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planBoland Trane Services, Inc. Group Vision Plan2023 filing
Sponsor: Boland Services, Inc.EIN: 52-0742033Plan: 506Participants: 128Assets: not reported in the loaded datasetLocation: Gaithersburg, MDLatest: 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 — Boland Enterprises Profit Sharing 401(K) Plan - Bts
Sponsor: Boland Trane Services, Inc.EIN: 52-0742033Plan: 002Ack ID: 20240904112532NAL0020127937001
filing2023 Form 5500 — Boland Enterprises Profit Sharing 401(K) Plan For Service Engineers Bargaining Unit
Sponsor: Boland Trane Services, Inc.EIN: 52-0742033Plan: 003Ack ID: 20240904113139NAL0020135361001
filing2023 Form 5500 — Group Medical Benefits Plan
Sponsor: Boland Services, Inc.EIN: 52-0742033Plan: 501Ack ID: 20250325114104NAL0010142163001
filing2023 Form 5500 — Group Long-Term Disability Plan
Sponsor: Boland Services, Inc.EIN: 52-0742033Plan: 502Ack ID: 20250325114408NAL0028784594001
filing2023 Form 5500 — Group Life/Accidental Death & Dismemberment Plan
Sponsor: Boland Services, Inc.EIN: 52-0742033Plan: 503Ack ID: 20250325114207NAL0010142883001
filing2023 Form 5500 — Group Dental Benefits Plan
Sponsor: Boland Services, Inc.EIN: 52-0742033Plan: 504Ack ID: 20250325114308NAL0010143411001
filing2023 Form 5500 — Boland Trane Services, Inc. Group Vision Plan
Sponsor: Boland Services, Inc.EIN: 52-0742033Plan: 506Ack ID: 20250325113900NAL0007666691001