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Filters:EIN 362177140 Clear all

Companies

companyThe Allendale Association
$33.2Mreported plan assets
EIN: 36-2177140Location: ILPlans: 4Participants: 1,202Latest: 2023
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Plans

planAllendale Association Retirement Savings PlanFinancial statementProvider compensation2023 filing
$26.3Mreported assets (EOY)
Sponsor: The Allendale AssociationEIN: 36-2177140Plan: 007Participants: 521Assets: $26,332,145Net assets: $26.3MAssets / participant: $50.5KLocation: Lake Villa, ILLatest: 2023
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planDefined Benefit Pension Plan Of The Allendale AssociationFinancial statementProvider compensation2023 filing
$6.8Mreported assets (EOY)
Sponsor: The Allendale AssociationEIN: 36-2177140Plan: 001Participants: 204Assets: $6,839,003Net assets: $6.8MAssets / participant: $33.5KLocation: Lake Villa, ILLatest: 2023
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planAllendale Association Single-Employer Life, Accidental Death & Dismemberment Long Term Disability Plan2023 filing
Sponsor: Allendale AssociationEIN: 36-2177140Plan: 502Participants: 267Assets: not reported in the loaded datasetLocation: Lake Villa, ILLatest: 2023
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planAllendale Association Medical Plan2023 filing
Sponsor: Allendale AssociationEIN: 36-2177140Plan: 504Participants: 210Assets: not reported in the loaded datasetLocation: Lake Villa, ILLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Defined Benefit Pension Plan Of The Allendale Association
Sponsor: The Allendale AssociationEIN: 36-2177140Plan: 001Ack ID: 20241010124814NAL0011474691001
filing2023 Form 5500 — Allendale Association Retirement Savings Plan
Sponsor: The Allendale AssociationEIN: 36-2177140Plan: 007Ack ID: 20241015124410NAL0014651539001
filing2023 Form 5500 — Allendale Association Single-Employer Life, Accidental Death & Dismemberment Long Term Disability Plan
Sponsor: Allendale AssociationEIN: 36-2177140Plan: 502Ack ID: 20241003095723NAL0019375362001
filing2023 Form 5500 — Allendale Association Medical Plan
Sponsor: Allendale AssociationEIN: 36-2177140Plan: 504Ack ID: 20241003100024NAL0009711665001