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Filters:EIN 383367986 Clear all

Companies

companyLumbermen'S, Inc.
$113.4Mreported plan assets
EIN: 38-3367986Location: MIPlans: 2Participants: 1,253Latest: 2023
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Plans

planLumbermen'S Employee Stock Ownership And Savings PlanFinancial statementProvider compensation2023 filing
$113.4Mreported assets (EOY)
Sponsor: Lumbermen'S, Inc.EIN: 38-3367986Plan: 001Participants: 745Assets: $113,416,624Net assets: $108.2MAssets / participant: $152.2KLocation: Grand Rapids, MILatest: 2023
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planLumbermen'S, Inc. Flexible Benefit Plan2023 filing
Sponsor: Lumbermen'S, Inc.EIN: 38-3367986Plan: 501Participants: 508Assets: not reported in the loaded datasetLocation: Grand Rapids, MILatest: 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 — Lumbermen'S Employee Stock Ownership And Savings Plan
Sponsor: Lumbermen'S, Inc.EIN: 38-3367986Plan: 001Ack ID: 20241010123843NAL0020978177001
filing2023 Form 5500 — Lumbermen'S, Inc. Flexible Benefit Plan
Sponsor: Lumbermen'S, Inc.EIN: 38-3367986Plan: 501Ack ID: 20240702073723NAL0003377635001