Plans listing this provider
2,927
5.19% of the 56,420 plans with Schedule H financials; 2,090 in 2023
Providers › Empower Annuity Insurance Company
Empower Annuity Insurance Company
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $148,724,937
Assets of those plans
$177,021,085,986
2.27% of all Schedule H plan assets
Plans where it is the recordkeeper
2,903
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$99.38
across 2,632 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 | 2,896 |
| 50 | Direct payment from the plan | 73 |
| 15 | Recordkeeping and information management | 62 |
| 37 | Participant loan processing | 44 |
| 28 | Investment management | 26 |
| 13 | Contract administrator | 24 |
| 27 | Investment advisory (plan) | 14 |
| 59 | Shareholder servicing fees | 11 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Southwest Airlines Co. Retirement Savings Planrecordkeeper | Southwest Airlines | $16,991,748,637 | 85,318 | $3,452,920 |
| Abbvie Savings Planrecordkeeper | AbbVie | $13,388,913,371 | 38,275 | $16,839 |
| Westrock Company 401(k) Retirement Savings Planrecordkeeper | WRKCo | $4,981,643,238 | 42,311 | $1,600,462 |
| Fifth Third Bancorp 401(k) Savings Planrecordkeeper | Fifth Third Bancorp | $4,005,871,003 | 23,249 | $13,975 |
| Ferguson Enterprises, LLC, 401(k) Retirement Savings Planrecordkeeper | Ferguson Enterprises | $3,584,913,003 | 38,506 | $1,036,238 |
| The Rite Aid 401(k) Planrecordkeeper | New Rite Aid | $3,205,758,976 | 22,767 | $755,745 |
| Trinet Select 401(k) Planrecordkeeper | Trinet HR IV | $2,954,693,069 | 20,148 | $2,196,794 |
| Wellspan 403(b) Retirement Savings Planrecordkeeper | Wellspan Health | $2,642,286,795 | 26,376 | $1,245,897 |
| Empower Retirement, LLC 401(k) Savings Planrecordkeeper | FASCore | $2,234,179,481 | 13,857 | $0 |
| Thrivent 401(k) Planrecordkeeper | Thrivent Financial for Lutherans | $1,722,913,459 | 8,978 | $54,436 |
| Marmon Employees' Retirement Planrecordkeeper | Marmon Holdings | $1,694,547,897 | 19,735 | $1,206,632 |
| Sonoco Retirement & Savings Planrecordkeeper | Sonoco Products | $1,663,698,617 | 15,367 | $482,728 |
| The Lubrizol Corporation Employees Profit Sharing and Savings Planrecordkeeper | LUBRIZOL | $1,474,124,575 | 5,670 | $44,372 |
| Vulcan 401(k) Planrecordkeeper | Vulcan Materials | $1,472,398,962 | 12,408 | $576,203 |
| Volvo Group North America Voluntary Investment Pretax Planrecordkeeper | Volvo Group North America | $1,455,271,106 | 7,550 | $42,011 |
| D.R. Horton, Inc. Profit Sharing Plus Planrecordkeeper | Horton D R | $1,415,800,153 | 15,782 | $517,196 |
| Coadvantage Corporation Retirement Savings Planrecordkeeper | Coadvantage | $1,233,413,639 | 15,637 | $4,329,366 |
| Duly Health and Care 401(k) Planrecordkeeper | Midwest Physician Administrative Services LLC D/B/A Duly Health | $1,142,571,831 | 8,602 | $367,918 |
| Acna 401(k) Planrecordkeeper | Atlas Copco North America | $1,119,395,262 | 10,083 | $638,782 |
| Olympus Corporation of the Americas 401(k) Savings Planrecordkeeper | Olympus Corporation of the Americas | $1,086,006,380 | 6,777 | $383,351 |
| Henry Ford Health System Ambassador 403(b) Planrecordkeeper | Henry Ford Health System | $932,181,327 | 37,683 | $714,930 |
| IBEW Local No. 58 Annuity Fundrecordkeeper | Board of Trustees of the IBEW Local No. 58 Annuity Fund | $919,372,986 | 6,150 | $264,450 |
| SIA Retirement Planrecordkeeper | Subaru of Indiana Automotive | $902,616,410 | 7,919 | $462,453 |
| The Reynolds and Reynolds Company 401(k) Savings Planrecordkeeper | Dealer Computer Services | $868,040,791 | 7,530 | $355,440 |
| Taft Stettinius & Hollister LLP Thrift Savings & Retirement Planrecordkeeper | Taft Stettinius & Hollister | $848,887,158 | 1,807 | $62,760 |
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.