2023 Form 5500 filing — Employees' And Agents' Pension Benefits Plan Empower Holdings, Inc.

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007091211NAL0025812416001) for Employees' And Agents' Pension Benefits Plan Empower Holdings, Inc., reported by Empower Holdings, Inc. under EIN 84-1474245 and plan number 002. It reports 3,574 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$405.9MReported net assets$405,869,764

Participants3.6K3,574

Provider compensation$978.3K3 Schedule C row(s)$978,269

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241007091211NAL0025812416001
Plan sponsor: Empower Holdings, Inc.
EIN: 84-1474245
Plan number: 002
Location: Greenwood Village, CO
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$406M total assets

Net assets$405.9MLiabilities$109.6K

Money in vs. money out

Total income / additions$56.2M

Total expenses$44.5M

Benefits paid / distributions$40.9M

Contributions

Employer$5M

ParticipantNot reported

Full reported line items

Total assets (EOY): $405,979,348
Total liabilities (EOY): $109,584
Net assets (EOY): $405,869,764
Employer contributions: $5,014,382
Total income / additions: $56,208,687
Benefits paid: $40,933,456
Administrative expenses: $3,609,245
Total expenses: $44,542,701
Net increase / (decrease): $11,665,986

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Willis Towers Watson Us LLC$873K
ACTUARIAL FIRM · Direct $873K
2
The Northern Trust Company$55K
CUSTODIAL · Direct $55K
3
Deloitte And Touche Llp$50.3K
ACCOUNTANTS · Direct $50.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007091211NAL0025812416001 cover?: It is the 2023 Form 5500 filing for Employees' And Agents' Pension Benefits Plan Empower Holdings, Inc., reported by Empower Holdings, Inc. (EIN 84-1474245).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).