Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear

17 results

Sort:Relevance Latest filing year Largest assets Most participants Highest provider compensation

Filters:EIN 521001304 Clear all

Companies

companyAmerican Bankers Association
$196.7Mreported plan assets
EIN: 52-1001304Location: DCPlans: 4Participants: 1,439Latest: 2023
View company financial profile →

Plans

planEmployees Thrift Plan Of The American BankersFinancial statementProvider compensation2023 filing
$180.5Mreported assets (EOY)
Sponsor: American Bankers AssociationEIN: 52-1001304Plan: 002Participants: 504Assets: $180,520,331Net assets: $180.5MAssets / participant: $358.2KLocation: Washington, DCLatest: 2023
View financial statement →
planAmerican Bankers Association Retiree Medical Life Insurance PlanFinancial statementProvider compensation2023 filing
$16.2Mreported assets (EOY)
Sponsor: American Bankers AssociationEIN: 52-1001304Plan: 505Participants: 280Assets: $16,181,371Net assets: $16.1MAssets / participant: $57.8KLocation: Washington, DCLatest: 2023
View financial statement →
planAmerican Bankers Association Health & Welfare Benefits Plan2023 filing
Sponsor: American Bankers AssociationEIN: 52-1001304Plan: 501Participants: 326Assets: not reported in the loaded datasetLocation: Washington, DCLatest: 2023
View plan profile →
planTravel Accident Insurance Plan Of The American Bankers Association2023 filing
Sponsor: American Bankers AssociationEIN: 52-1001304Plan: 503Participants: 329Assets: not reported in the loaded datasetLocation: Washington, DCLatest: 2023
View plan profile →

Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
View provider analytics →
providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
View provider analytics →
providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
View provider analytics →
providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
View provider analytics →
providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
View provider analytics →
providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
View provider analytics →
providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
View provider analytics →
providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
View provider analytics →

Filings

filing2023 Form 5500 — Employees Thrift Plan Of The American Bankers
Sponsor: American Bankers AssociationEIN: 52-1001304Plan: 002Ack ID: 20241009172611NAL0018830945001
filing2023 Form 5500 — American Bankers Association Health & Welfare Benefits Plan
Sponsor: American Bankers AssociationEIN: 52-1001304Plan: 501Ack ID: 20240816122421NAL0008300131001
filing2023 Form 5500 — Travel Accident Insurance Plan Of The American Bankers Association
Sponsor: American Bankers AssociationEIN: 52-1001304Plan: 503Ack ID: 20240816134631NAL0014630849001
filing2023 Form 5500 — American Bankers Association Retiree Medical Life Insurance Plan
Sponsor: American Bankers AssociationEIN: 52-1001304Plan: 505Ack ID: 20241010141727NAL0011585507001