Plan5500

Sia Partners U.S. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sia Partners U.S. (EIN 74-3243189) is a plan sponsor located in New York, NY with 10 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
74-3243189
Location
New York, NY
Loaded plans
11
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Sia Partners U.S.

  • 11 loaded plans hold $32.8M in reported assets.
  • The largest, Sia Partners Us, Inc. 401k Plan, holds 100% of this company's reported plan assets.
  • Plans cover 3,854 reported participants.
  • 1 of 11 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$32.8MSummed across loaded plans$32,792,563
Total reported assets$32.8M$32,792,563
Total reported participants3.9K3,854
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$32.8M total assets
Net assets$32.8MLiabilities$0
Contributions & income
Employer contributions$1.8M
Participant contributions$4M
Total income / additions$11.3M
Expenses & distributions
Benefits paid / distributions$4.1M
Total expenses$4.2M
Net increase / (decrease)$7.1M

Data coverage

Plans with financial statements1 / 11 (9%)
Plans with provider compensation1 / 11 (9%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Sia Partners Us, Inc. 401k Plan
Participants per plan350Average across loaded plans
Loaded plans11
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Sia Partners Us, Inc. 401k Plan$32.8M
    Plan #001 · 705 participants · 2023
  2. 2
    Mutual Of Omaha Addnot reported in the loaded dataset
    Plan #510 · 447 participants · 2023
  3. 3
    Mutual Of Omaha - Lifenot reported in the loaded dataset
    Plan #504 · 447 participants · 2023
  4. 4
    Mutual Of Omaha Stdnot reported in the loaded dataset
    Plan #508 · 432 participants · 2023
  5. 5
    Mutual Of Omaha Ltdnot reported in the loaded dataset
    Plan #509 · 431 participants · 2023
  6. 6
    Guardian Dental & Vision Plannot reported in the loaded dataset
    Plan #502 · 357 participants · 2023
  7. 7
    Sia Partnersnot reported in the loaded dataset
    Plan #501 · 332 participants · 2023
  8. 8
    Mutual Of Omaha Critical Illnessnot reported in the loaded dataset
    Plan #506 · 219 participants · 2023
  9. 9
    Mutual Of Omaha Accidentnot reported in the loaded dataset
    Plan #507 · 198 participants · 2023
  10. 10
    Mutual Of Omaha Vlifenot reported in the loaded dataset
    Plan #503 · 143 participants · 2023
  11. 11
    Mutual Of Omaha Vaddnot reported in the loaded dataset
    Plan #505 · 143 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Sia Partners U.S.. Open one for its full reported snapshot.

  1. 2023
    Sia Partners332 participants · 2No schedules
    View filing →
  2. 2023
    Sia Partners Us, Inc. 401k Plan705 participants · 2Sch HSch C
    View filing →
  3. 2023
    Mutual Of Omaha Add447 participants · 2No schedules
    View filing →
  4. 2023
    Mutual Of Omaha Ltd431 participants · 2No schedules
    View filing →
  5. 2023
    Mutual Of Omaha Std432 participants · 2No schedules
    View filing →
  6. 2023
    Mutual Of Omaha Accident198 participants · 2No schedules
    View filing →
  7. 2023
    Mutual Of Omaha Critical Illness219 participants · 2No schedules
    View filing →
  8. 2023
    Mutual Of Omaha Vadd143 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Sia Partners U.S. report on Form 5500?
Sia Partners U.S. (EIN 74-3243189) reports 10 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Sia Partners U.S.?
The Employer Identification Number (EIN) reported for Sia Partners U.S. is 74-3243189.
What is the latest Form 5500 filing year for Sia Partners U.S.?
The latest loaded Form 5500 filing year for Sia Partners U.S. is 2023.

Related Form 5500 pages