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Filters:EIN 870189025 Clear all

Companies

companyZions Bancorporation, National Association
$1.7Breported plan assets
EIN: 87-0189025Location: UTPlans: 2Participants: 24,707Latest: 2023
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Plans

planZions Bancorporation, N.A. Payshelter 401k And Employee Stock Ownership PlanFinancial statementProvider compensation2023 filing
$1.7Breported assets (EOY)
Sponsor: Zions Bancorporation, National AssociationEIN: 87-0189025Plan: 006Participants: 14,556Assets: $1,662,904,822Net assets: $1.7BAssets / participant: $114.2KLocation: Salt Lake City, UTLatest: 2023
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planRestated Zions Bancorporation Employee And Retiree Welfare Benefit PlanProvider compensation2023 filing
Sponsor: Zions Bancorporation, N.A.EIN: 87-0189025Plan: 550Participants: 10,151Assets: not reported in the loaded datasetLocation: Salt Lake City, UTLatest: 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 — Zions Bancorporation, N.A. Payshelter 401k And Employee Stock Ownership Plan
Sponsor: Zions Bancorporation, National AssociationEIN: 87-0189025Plan: 006Ack ID: 20240927115019NAL0002233761001
filing2023 Form 5500 — Restated Zions Bancorporation Employee And Retiree Welfare Benefit Plan
Sponsor: Zions Bancorporation, N.A.EIN: 87-0189025Plan: 550Ack ID: 20241008105903NAL0016486593001