Search public Form 5500 filings

15 results

Companies

planCassia 403(B) Retirement PlanFinancial statementProvider compensation2023 filing
Sponsor: CassiaEIN: 83-1758728Plan: 001Participants: 4,507Assets: $116,657,671Location: Edina, MNLatest: 2023
planCassia 401(K) Retirement PlanFinancial statementProvider compensation2023 filing
Sponsor: CassiaEIN: 83-1758728Plan: 002Participants: 948Assets: $5,598,743Location: Edina, MNLatest: 2023
planCassia Health And Welfare Benefit Plan2023 filing
Sponsor: CassiaEIN: 83-1758728Plan: 514Participants: 2,279Assets: not reported in the loaded datasetLocation: Edina, MNLatest: 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 — Cassia 403(B) Retirement Plan
Sponsor: CassiaEIN: 83-1758728Plan: 001Ack ID: 20240822101717NAL0004987281001
filing2023 Form 5500 — Cassia 401(K) Retirement Plan
Sponsor: CassiaEIN: 83-1758728Plan: 002Ack ID: 20240801104939NAL0013428403001
filing2023 Form 5500 — Cassia Health And Welfare Benefit Plan
Sponsor: CassiaEIN: 83-1758728Plan: 514Ack ID: 20250721111941NAL0000632499001