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Original filing (PDF)20241007091211NAL0025812416001
EMPOWER HOLDINGS, INC.
Form 5500
FILING_RECEIVED
EMPLOYEES' AND AGENTS' PENSION BENEFITS PLAN EMPOWER HOLDINGS, INC.
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
226
Accounts w/ balance
—
Plan assets (EOY)
$406.0M
Net assets (EOY)
$405.9M
How this plan invests
This plan
7 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — 141% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMPOWER HOLDINGS, INC..
Plan sponsor
Name
EMPOWER HOLDINGS, INC.
EIN
84-1474245
Address
8515 E ORCHARD ROAD, 3T2 · GREENWOOD VILLAGE, CO · 801115002
Phone
(303) 737-3000
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-07
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | — | CHICAGO, IL | CUSTODIAL | $55K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | ACTUARIAL FIRM | $873K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELOITTE AND TOUCHE LLP | 13-3891517 | — | ACCOUNTANTS | $50K | — |
Investments
7 pooled funds· $141.6M(35% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BLACKROCK MSCI WORLD EX-US INDEX FD BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 94-3358161 / PN 001 | Common Collective Trust | $42.9M | 10.6% |
| BLACKROCK US EQUITY MARKET INDEX FD BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 94-3071854 / PN 001 | Common Collective Trust | $26.4M | 6.5% |
| BLACKROCK EQUITY INDEX FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 94-6052285 / PN 001 | Common Collective Trust | $26.0M | 6.4% |
| BLACKROCK MIDCAP EQUITY INDEX FND F BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 94-3343205 / PN 001 | Common Collective Trust | $23.3M | 5.7% |
| US REAL ESTATE SECURITY TRUST AMERICAN CENTURY · EIN 27-0572996 / PN 011 | Common Collective Trust | $13.5M | 3.3% |
| EMERGING MARKETS EQUITY FUND GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 036 | Common Collective Trust | $9.6M | 2.4% |
| EMERGING MARKETS A HARDING LOEVNER · EIN 27-6075499 / PN 002 | Common Collective Trust | $0 | <0.1% |