Search public Form 5500 filings

13 results

Companies

companyTransitions-Mental Health Association
EIN: 95-3509040Location: CAPlans: 2Latest: 2023

planT-Mha Pension PlanFinancial statementProvider compensation2023 filing
Sponsor: Transitions - Mental Health AssociationEIN: 95-3509040Plan: 002Participants: 281Assets: $8,282,676Location: San Luis Obispo, CALatest: 2023
planTransitions-Mental Health Association Welfare Benefit Plan2023 filing
Sponsor: Transitions-Mental Health AssociationEIN: 95-3509040Plan: 501Participants: 200Assets: not reported in the loaded datasetLocation: San Luis Obispo, CALatest: 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 — T-Mha Pension Plan
Sponsor: Transitions - Mental Health AssociationEIN: 95-3509040Plan: 002Ack ID: 20241014194322NAL0028174513001
filing2023 Form 5500 — Transitions-Mental Health Association Welfare Benefit Plan
Sponsor: Transitions-Mental Health AssociationEIN: 95-3509040Plan: 501Ack ID: 20240926135155NAL0000737105001