Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $26,284 |
7 funds of $250K or more; 20 lines in all, holding $3.7M of the plan's $11.4M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Federated Hermes Government Obligations Fund Federated Hermes · Mutual fund | $515K | 13.8% |
| Pooled Separate Accounts Dryden S&P 500 Index Manager not matched · Separate account Index | $363K | 9.7% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $321K | 8.6% |
| Columbia Dividend Value Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $320K | 8.6% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $311K | 8.3% |
| Pgim Total Return Bond Fund Prudential (PGIM) · Mutual fund | $300K | 8.0% |
| Shortfall Amortization Manager not matched · Other | $276K | 7.4% |
| Mid Cap Value/Robeco Fund Manager not matched · Mutual fund | $161K | 4.3% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $161K | 4.3% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $154K | 4.1% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFederated Hermes Government Obligations Fund | $515K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Jason A. Denton Hub International Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.