Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Empower Annuity Insurance Company
Most often reported for recordkeeping and administration
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Empower Annuity Insurance Company is named as a service provider on the Schedule C of 545 retirement plans with 100 or more participants for plan year 2024, covering 2,707,597 participant records. Most often it is reported for recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $84.3M. Per plan, the median was $64.04 per participant, with the middle half of plans between $27.35 and $134. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in New York (62), California (55) and Pennsylvania (41).
In 2009 it appeared on 1,215 such filings; in 2024, 549 (down 55%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $27.35 | $64.04 | $134 |
| Compensation as a share of plan net assets | 0.04% | 0.10% | 0.20% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| The Teamster - UPS National 401(k) Tax Deferred Savings Plan | Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan | GA | 478,185 | $19.3B | $898K |
| Teamsters-National 401(k) Savings Plan | Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust | PA | 164,679 | $1.48B | $1.2M |
| Southwest Carpenters Annuity Fund | Board of Trustees, Southwest Carpenters Annuity Fund | CA | 93,934 | $1.13B | $400K |
| The Cigna Group 401(k) Plan | The Cigna Group | PA | 91,385 | $14.1B | $2.3M |
| The Retirement Savings Plan | The New York-Presbyterian Hospital | NY | 72,256 | $4.83B | $1.8M |
| Lifepoint Health, Inc. Retirement Plan | Lifepoint Health, Inc. | TN | 68,144 | $2.58B | $2.0M |
| Edward D. Jones & Co. Profit Sharing and 401(k) Plan | Edward D. Jones & Co., L.P. | MO | 58,392 | $12.4B | $1.6M |
| Cigna Pension Plan | Cigna Holding Company | PA | 51,700 | $3.84B | $3.2M |
| Southern District Ubc Defined Contribution Fund | Board of Trustees of the Southern District Ubc Defined Contribution F | TN | 51,643 | $1.24B | $25K |
| Bayada Home Health Care 401(k) Plan | Bayada Home Health Care Inc. | NJ | 50,157 | $399M | $285K |
| National Integrated Group Pension Plan | Board of Trustees of National Integrated Group Pension Plan | PA | 46,326 | $1.59B | $2.5M |
| The 401(k) Plan | Health Care Service Corporation | TX | 46,212 | $3.92B | $46K |
| Caesars Entertainment, Inc. 401(k) Plan | Caesars Entertainment Inc. | NV | 45,125 | $1.94B | $579K |
| Prisma Health Retirement Savings Plan | Prisma Health | SC | 42,504 | $2.17B | $369K |
| Spectrum Health System 403(b) Plan | Corewell Health | MI | 42,410 | $3.21B | $941K |
| Accentcare 401(k) Retirement Savings Plan | Accentcare, Inc. | TX | 40,578 | $355M | $9,726 |
| University of Maryland Medical System 403(b) Retirement Savings Plan | University of Maryland Medical System Corporation | MD | 30,235 | $730M | $994K |
| National Electrical 401(k) Plan | Trustees of the National Electrical 401(k) Plan | MD | 30,219 | $141M | $312K |
| International Union of Journeymen and Allied Trades 401(k) Retirement Plan | Board of Trustees of Iujat 401(k) Retirement Trust | CT | 26,780 | $139M | $67K |
| Sunrise Senior Living 401(k) Plan | Sunrise Senior Living, LLC | VA | 25,515 | $360M | $1.6M |
| Amsi 401(k) Plan | Amsi | FL | 25,510 | $380M | $648K |
| SWBG, LLC 401(k) Plan | SWBG, LLC | FL | 25,070 | $269M | $380K |
| Honor Health 403(b) Retirement Security Plan | Honorhealth | AZ | 23,133 | $1.16B | $365K |
| Comfort Systems USA, Inc. 401(k) Plan | Comfort Systems USA, Inc. | TX | 22,732 | $1.12B | $612K |
| Geodis USA Retirement Plan | Geodis Logistics, LLC | TN | 19,379 | $341M | $803K |
| Demoulas (Restated) Profit Sharing Plan & Trust | Demoulas Super Markets, Inc. | MA | 19,337 | $1.12B | $53K |
| Lennar Corporation 401(k) Plan | Lennar Corporation | FL | 17,493 | $1.62B | $251K |
| Bob Evans Restaurants, LLC 401(k) Retirement Plan | Bob Evans Restaurants, LLC | OH | 14,579 | $103M | $206K |
| Children's Hospital Colorado 403(b) Plan | Children's Hospital Colorado | CO | 14,457 | $1.03B | $348K |
| Uc Health 401(k) Retirement Savings Plan | Uc Health, LLC | OH | 14,420 | $758M | $425K |
| Akima, LLC 401(k) Plan | Akima, LLC | VA | 14,087 | $555M | $951K |
| Sports, Hospitality and Entertainment 401(k) Plan | Fertitta Entertainment, Inc. | TX | 13,742 | $181M | $369K |
| Encore Group (USA) LLC Retirement Savings Plan | Encore Group (USA), LLC | IL | 12,963 | $453M | $658K |
| Operating Engineers Local 825 Profit Sharing Fund | Operating Engineers Local 825 Profit Sharing Fund | NJ | 12,327 | $1.51B | $79K |
| Amended and Restated Savings Fund Plan for Employees of 84 Lumber Company | 84 Lumber Company, L.P. | PA | 11,653 | $779M | $223K |
| H. Lee Moffitt Cancer Center & Research Inst, Inc. Retire Plan | H. Lee Moffitt Cancer Center | FL | 11,141 | $505M | $264K |
| Umms Voluntary 403(b) Plan | University of Maryland Medical System Corporation | MD | 10,604 | $793M | $207K |
| Stifel Financial Profit Sharing 401(k) Plan | Stifel Financial Corp. | MO | 10,282 | $2.32B | $363K |
| JBP Co., Inc. 401(k) Savings Plan | J.b Poindexter & Co., Inc. | TX | 10,245 | $275M | $371K |
| UFCW Local 1776 & Participating Employers Retirement and Savings Plan | UFCW Local 1776 & Participating Employer Retirement and Savings Plan | PA | 10,026 | $99.4M | $230K |
Questions and answers
How many plans does Empower Annuity Insurance Company serve?
545 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Empower Annuity Insurance Company?
The median plan reported $64.04 per participant in direct and indirect compensation (538 plans reporting an amount), or 0.10% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Contract Administrator (195 plans), Recordkeeping and information management (186 plans), Participant loan processing (117 plans) and Investment management (49 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.