Plans listing this provider
348
0.62% of the 56,420 plans with Schedule H financials; 533 in 2023
Providers › Empower Annuity Insurance Company
Plans listing this provider
348
0.62% of the 56,420 plans with Schedule H financials; 533 in 2023
Assets of those plans
$114,137,225,759
1.47% of all Schedule H plan assets
Plans where it is the recordkeeper
332
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$81.70
across 325 plans that pay it a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
| Service code | Meaning | Plans |
|---|---|---|
| 64 | Recordkeeping fees | 323 |
| 15 | Recordkeeping and information management | 144 |
| 50 | Direct payment from the plan | 141 |
| 13 | Contract administrator | 137 |
| 37 | Participant loan processing | 104 |
| 65 | Account maintenance fees | 30 |
| 28 | Investment management | 10 |
| 52 | Investment management fees paid indirectly by plan | 8 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The Teamster - UPS National 401(k) Tax Deferred Savings Planrecordkeeper | United Parcel Service | $19,309,174,243 | 219,009 | $897,826 |
| The Cigna Group 401(k) Planrecordkeeper | Cigna Group | $14,203,086,080 | 88,184 | $2,296,696 |
| Edward D. Jones & Co. Profit Sharing and 401(k) Planrecordkeeper | Edward D. Jones | $12,368,282,167 | 56,268 | $1,563,151 |
| The 401(k) Planrecordkeeper | Health Care Service | $3,916,211,625 | 39,196 | $46,112 |
| Lifepoint Health, Inc. Retirement Planrecordkeeper | RegionalCare Hospital Partners Holdings | $2,575,185,745 | 56,153 | $2,035,155 |
| Stifel Financial Profit Sharing 401(k) Planrecordkeeper | Stifel Financial | $2,319,960,096 | 10,083 | $363,056 |
| Caesars Entertainment, Inc 401(k) Planrecordkeeper | Caesars Entertainment | $1,939,824,866 | 38,214 | $578,653 |
| Lennar Corporation 401(k) Planrecordkeeper | Lennar | $1,617,821,648 | 16,857 | $251,336 |
| Teamsters-national 401(k) Savings Planrecordkeeper | Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust | $1,476,214,910 | 29,823 | $1,232,535 |
| Fujifilm Long Term Savings Planrecordkeeper | Fujifilm North America | $1,457,661,920 | 7,595 | $78,222 |
| Savs PL for Emps of Amer WTR WKS Co Inc & Its Desig Subsrecordkeeper | American Water Works | $1,394,536,734 | 8,219 | $382,534 |
| Jack Henry & Associates, Inc 401(k) Retirement Savings Planrecordkeeper | Jack Henry & Associates | $1,356,662,213 | 8,380 | $382,520 |
| Globalfoundries U.S. Inc. 401(k) Planrecordkeeper | GLOBALFOUNDRIES U.S. | $1,248,379,565 | 8,162 | $331,389 |
| Southern District UBC Defined Contribution Fund | Board of Trustees of the Southern District UBC Defined Contribution F | $1,239,805,630 | 51,643 | $25,074 |
| Konica Minolta 401(k) Planrecordkeeper | Konica Minolta Business Solutions U.S.A. | $1,152,419,762 | 7,664 | $693,426 |
| Comfort Systems USA, Inc. 401(k) Planrecordkeeper | Comfort Systems USA | $1,121,363,632 | 20,272 | $612,103 |
| Amdocs, Inc. 401(k) Planrecordkeeper | Amdocs | $850,771,188 | 4,913 | $88,319 |
| QBE 401(k) Savings Planrecordkeeper | QBE Holdings | $792,013,098 | 4,410 | $195,495 |
| Amended and Restated Savings Fund Plan for Employees of 84 Lumber Companyrecordkeeper | 84 Lumber | $779,459,378 | 10,613 | $223,099 |
| UC Health 401(k) Retirement Savings Planrecordkeeper | UC Health | $758,443,380 | 14,082 | $425,195 |
| Toll Brothers 401(k) Savings Planrecordkeeper | Toll Bros. | $727,809,033 | 6,372 | $20,089 |
| Legrand North America 401(k) Planrecordkeeper | Legrand Holding | $722,237,659 | 5,842 | $404,158 |
| Wisconsin Neca-ibew Retirement Planrecordkeeper | Trustees of Wisconsin Neca-ibew | $715,237,668 | 2,856 | $112,651 |
| Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Planrecordkeeper | Rio Tinto America | $686,992,924 | 3,120 | $62,112 |
| Hilti Retirement Savings Planrecordkeeper | Hilti | $685,597,547 | 4,885 | $69,135 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.