Plans listing this provider
912
1.62% of the 56,420 plans with Schedule H financials; 1,149 in 2023
Providers › Empower Annuity Insurance Company
Empower Annuity Insurance Company
- Service provider, as named on Schedule C
- EIN 840467907
- Plan year 2024
- Direct compensation reported $130,638,703
Assets of those plans
$331,510,704,547
4.26% of all Schedule H plan assets
Plans where it is the recordkeeper
893
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$75.10
across 844 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.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 64 | Recordkeeping fees | 881 |
| 15 | Recordkeeping and information management | 386 |
| 50 | Direct payment from the plan | 386 |
| 37 | Participant loan processing | 373 |
| 28 | Investment management | 87 |
| 59 | Shareholder servicing fees | 57 |
| 62 | Float revenue | 29 |
| 60 | Sub-transfer agency fees | 22 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Wells Fargo & Company 401(k) Planrecordkeeper | Wells Fargo | $57,886,997,456 | 247,396 | $6,345,223 |
| 3M Voluntary Investment Plan and Employee Stock Ownership Planrecordkeeper | 3M | $10,596,010,150 | 40,357 | $509,815 |
| Advocate Aurora Health 401(k) Planrecordkeeper | Advocate Aurora Health | $10,487,791,739 | 100,747 | $3,647,156 |
| Elevator Constructors Annuity and 401(k) Retirement Planrecordkeeper | BD of Trustees of the Elev Constu Annuity and 401(k) RET Plan | $7,291,286,104 | 32,732 | $946,250 |
| Bechtel Trust & Thrift Planrecordkeeper | Bechtel Global | $6,067,288,511 | 15,811 | $403,546 |
| Bloomberg L.P. 401(k) Planrecordkeeper | Bloomberg SEF | $5,733,238,778 | 19,208 | $240,704 |
| Jetblue Airways Retirement Planrecordkeeper | Jetblue Airways | $5,447,050,378 | 26,861 | $1,266,296 |
| Schneider Electric 401(k) Planrecordkeeper | Schneider Electric Holdings | $5,064,434,580 | 29,031 | $629,486 |
| International Paper Company Salaried Savings Planrecordkeeper | International Paper | $4,993,858,777 | 19,924 | $519,310 |
| BMO 401(k) Savings Planrecordkeeper | Brunello Purchaser | $4,970,255,879 | 29,352 | $972,713 |
| Baylor Scott & White Health Retirement Savings Planrecordkeeper | Baylor Scott & White Holdings | $4,659,943,975 | 49,443 | $1,215,478 |
| Willis Towers Watson Savings Plan for U.S. Employeesrecordkeeper | Watson Wyatt | $4,470,229,128 | 23,815 | $873,728 |
| Relx Inc. US Salary Investment Planrecordkeeper | Relx | $4,150,237,977 | 19,122 | $492,128 |
| The Interpublic Group of Companies, Inc. Savings Planrecordkeeper | Interpublic Group of Companies | $4,078,470,671 | 33,543 | $829,391 |
| Corning Incorporated Investment Planrecordkeeper | Corning | $4,063,233,837 | 15,850 | $650,152 |
| Baker Hughes Company 401(k) Planrecordkeeper | Baker Hughes Holdings | $4,014,142,585 | 21,910 | $827,072 |
| Ericsson US 401(k) Planrecordkeeper | Ericsson | $3,773,559,655 | 12,842 | $907,999 |
| Intuit Inc. 401(k) Planrecordkeeper | Intuit | $3,683,174,722 | 33,168 | $129,200 |
| CFG Retirement Savings Planrecordkeeper | Citizens Financial Group | $3,249,944,772 | 23,881 | $946,728 |
| Kinder Morgan Savings Planrecordkeeper | HPH Oklahoma Gathering | $2,920,683,334 | 16,694 | $637,784 |
| General Atomics 401(k) Retirement Savings Planrecordkeeper | General Atomics | $2,766,885,837 | 15,974 | $316,068 |
| Pipe Fitters Association L.U. 597, U.A. 401(k) PLArecordkeeper | Trustees of Pipe Fitters Association Local 597 | $2,490,881,596 | 10,101 | $179,437 |
| Old Dominion 401(k) Retirement Planrecordkeeper | Old Dominion Freight Line | $2,396,392,967 | 25,019 | $987,283 |
| The Pearson Retirement Plan 401(k)recordkeeper | Pearson Education | $2,374,806,239 | 15,554 | $394,814 |
| DTE Energy Company Savings and Stock Ownership Planrecordkeeper | DTE Energy Corporate Services | $2,333,907,606 | 6,996 | $86,383 |
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.