Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear

15 results

Sort:Relevance Latest filing year Largest assets Most participants Highest provider compensation

Filters:EIN 410740923 Clear all

Companies

companyM. A. Mortenson Company
$723.7Mreported plan assets
EIN: 41-0740923Location: MNPlans: 3Participants: 9,869Latest: 2023
View company financial profile →

Plans

planM. A. Mortenson Company Profit Sharing And Retirement Savings Plan And TrustFinancial statementProvider compensation2023 filing
$693.8Mreported assets (EOY)
Sponsor: M. A. Mortenson CompanyEIN: 41-0740923Plan: 001Participants: 3,577Assets: $693,757,620Net assets: $693.8MAssets / participant: $193.9KLocation: Minneapolis, MNLatest: 2023
View financial statement →
planM. A. Mortenson Company Retirement Savings Plan And Trust For Trade EmployeesFinancial statementProvider compensation2023 filing
$30Mreported assets (EOY)
Sponsor: M. A. Mortenson CompanyEIN: 41-0740923Plan: 002Participants: 3,232Assets: $29,962,996Net assets: $30MAssets / participant: $9.3KLocation: Minneapolis, MNLatest: 2023
View financial statement →
planM. A. Mortenson Group Health Insurance Plan2023 filing
Sponsor: M. A. Mortenson CompanyEIN: 41-0740923Plan: 501Participants: 3,060Assets: not reported in the loaded datasetLocation: Minneapolis, MNLatest: 2023
View plan profile →

Service providers

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

Filings

filing2023 Form 5500 — M. A. Mortenson Company Profit Sharing And Retirement Savings Plan And Trust
Sponsor: M. A. Mortenson CompanyEIN: 41-0740923Plan: 001Ack ID: 20241003144705NAL0004926163001
filing2023 Form 5500 — M. A. Mortenson Company Retirement Savings Plan And Trust For Trade Employees
Sponsor: M. A. Mortenson CompanyEIN: 41-0740923Plan: 002Ack ID: 20241003144748NAL0010679857001
filing2023 Form 5500 — M. A. Mortenson Group Health Insurance Plan
Sponsor: M. A. Mortenson CompanyEIN: 41-0740923Plan: 501Ack ID: 20251015155944NAL0005357617001