Search public Form 5500 filings

13 results

Companies

planWatsco, Inc. Profit Sharing Retirement Plan And TrustFinancial statementProvider compensation2023 filing
Sponsor: Watsco, Inc.EIN: 59-0778222Plan: 001Participants: 7,785Assets: $493,159,782Location: Miami, FLLatest: 2023
planWatsco, Inc. Health And Welfare2023 filing
Sponsor: Watsco, Inc.EIN: 59-0778222Plan: 502Participants: 4,620Assets: not reported in the loaded datasetLocation: Coconut Gove, FLLatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — Watsco, Inc. Profit Sharing Retirement Plan And Trust
Sponsor: Watsco, Inc.EIN: 59-0778222Plan: 001Ack ID: 20241008095223NAL0016421409001
filing2023 Form 5500 — Watsco, Inc. Health And Welfare
Sponsor: Watsco, Inc.EIN: 59-0778222Plan: 502Ack ID: 20240913094028NAL0004999075001