Finance & Insurance
62,720 plan sponsors in the Finance & Insurance sector filed an ERISA Form 5500 (2020–2025).
'&Partners, LLC
62-1627736Nashville, TN·2 plans·2024, 2023, 2022, 2021, 20201 Andfund LLC
92-2365253Appleton, WI·1 plan·2024, 20231 Rate INC
84-4000149Silver Spring, MD·1 plan·2024, 2023, 2022, 20211 Source Insurance LLC
46-3797474Marietta, GA·1 plan·2024, 2023, 2022, 2021, 20201-888-Ohiocomp, INC. DBA Minutemen Ohiocomp
34-1581246Cleveland, OH·1 plan·2024, 2023, 2022, 2021, 202010&10 Real Estate Services, INC.
46-3891043Huntington Beach, CA·1 plan·2024, 2023, 2022, 2021, 20201028 N Rush Street Corporation
36-2839183Chicago, IL·1 plan·2024, 2023, 2022, 2021, 2020103 Advisory Group, LLC
86-3174023Chicago, IL·1 plan·2024, 2025, 2023, 20221031 Investment Services, LLC
20-1608347Cornwall, NY·2 plans·2024, 2023, 2022, 2021, 20201050 Capital LLC
46-2840963Palm Springs, CA·1 plan·2023, 20221059 Holdings LLC
83-4574720Huntington, NY·2 plans·2024, 2023, 2022, 2021108 Management INC
86-1679282West Palm Beach, FL·1 plan·2024, 2023, 202210g Consulting LLC
82-1067909New York, NY·1 plan·2024, 2023, 202210h Capital Management, LLC
84-3210562Skokie, IL·1 plan·2024, 2025, 2023, 202210k Financial LLC
87-2176103Milford, PA·1 plan·2024, 202310k Lakes Capital LLC
20-1705658Bloomington, MN·1 plan·2024, 2025, 2023, 2022, 2021, 202010th Lane Partners, LP
80-0208972New York, NY·1 plan·2024, 2023, 2022, 2021, 20201134fishkill INC.
82-2164088Fishkill, NY·1 plan·2024, 2023, 2022, 2021, 20201166 Federal Credit Union
21-0619435Swedesboro, NJ·1 plan·2024, 2023, 2022, 2021, 20201176 Riverview Credit Union In
31-0741021Belpre, OH·1 plan·2024, 2023, 2022, 2021, 2020118 West Investments INC.
82-0637493El Segundo, CA·1 plan·2022, 20211199 Seiu Federal Credit Union
13-3377275New York, NY·1 plan·2024, 2023, 2022, 2021, 20201199seiu National Benefit Fund For Health And Human Service Employees
13-1628401New York, NY·2 plans·2024, 2023, 2022, 2021, 202012 Five Capital LLC
27-3334117Chicago, IL·1 plan·2024, 2023, 2022, 202112 Mc Ventures, LLC
45-2513281California, CA·1 plan·2024, 2025, 2023, 2022, 2021, 202012-9 Enterprises, INC.
81-2510222Slidell, LA·1 plan·2021, 20201201 Investment Management LLC D
93-4943753Seattle, WA·1 plan·20241207 Capital Group, LLC
74-3011549Chicago, IL·1 plan·2024, 2023, 2022, 2021, 2020121 Financial Credit Union
59-0248325Jacksonville, FL·2 plans·2023, 2022, 2021, 2020123 Insurance. INC.
45-3588364St. Albans, VT·1 plan·2024, 2023, 2022, 2021, 20201248 Ip Holdings LLC
84-4700046Chicago, IL·1 plan·20241248 Management, LLC
85-2741454Kansas City, MO·1 plan·2024, 2023, 2022, 2021, 20201251 Capital Group, INC.
47-0998238Boston, MA·1 plan·2024, 2023, 2022, 2021, 20201315 Capital, LLC
46-4980023Philadelphia, PA·4 plans·2024, 2023, 2022, 2021, 20201315 Orange Ave LLC
83-2167776Coronado, CA·1 plan·2023, 2022, 2021, 2020137 Ventures Management, LLC
45-2690779San Francisco, CA·1 plan·2024, 2023, 2022, 2021, 2020138 Timber Creek LLC
26-3559743Cordova, TN·1 plan·2024, 2025, 2023, 2022139 Enterprises LLC
87-3731300Peachtree Corners, GA·1 plan·2024, 20231405, INC.
01-0551202Savannah, GA·1 plan·2024, 20231417 East 3rd Street LLC
84-4616401Long Beach, CA·1 plan·2024144 Enterprises LLC
22-3598390Jersey City, NJ·1 plan·2024, 2023, 2022, 2021, 2020144 Investors, LLC
42-1673571Bethesda, MD·1 plan·2024, 2023, 2022, 2021, 20201445 Jessamine
82-5249655Bloomington, MN·1 plan·2024, 2023, 2022, 2021, 20201492 Capital Management LLC
26-3390509Milwaukee, WI·1 plan·2024, 2023, 2022, 2021, 20201543 Capital LP
83-3619036Greenwich, CT·1 plan·2024, 2023, 2022, 2021, 20201607 Capital Partners LLC
26-0529973Richmond, VA·1 plan·2024, 2023, 2022, 2021, 20201670 Wealth Management LLC
88-4011993Spartanburg, SC·1 plan·2024, 2023167th Tfr Federal Credit Union
55-0465570Martinsburg, WV·1 plan·2024, 2023, 2022, 2021, 202017 Capital Partners, LLC DBA Pearl Capital Management
81-1418135Phoenix, AZ·1 plan·20241752 Financial, INC.
27-1518048Richmond, VA·1 plan·2024, 2023, 2022, 2021, 20201776 Financial Services, INC.
26-4234278Franklin, MA·1 plan·2024, 2025, 2023, 2022, 2021, 20201781 Mortgage, LLC
85-3311022Austin, TX·1 plan·2024, 2023, 2022, 20211792 Capital LLC
88-3784525Atlanta, GA·1 plan·20241792 Capital Partners, LLC
92-2645110Atlanta, GA·1 plan·202417capital Americas INC.
81-3123318New York, NY·1 plan·2024, 2023, 2022, 2021, 2020180 Fitness LLC
14-1944698Statesboro, GA·1 plan·2021, 2020180 Wealth Advisors LLC
82-1014572Federal Way, WA·1 plan·2024, 2023, 2022, 2021, 20201801 Admin LLC
26-0638562Philadelphia, PA·1 plan·2024, 2023, 2022, 2021, 20201803 Capital
82-2795451Metairie, LA·1 plan·2024, 2023, 2022, 2021, 20201818 Private Client Group, LLC
83-4347188Aventura, FL·1 plan·2024, 20231839 Asset Management LLC
46-2657339Plano, TX·1 plan·2021, 20201856 Capital Partners LLC
99-1797564Scranton, PA·1 plan·20251857 Upstate Associates, INC.
14-0582160Queensbury, NY·1 plan·2022, 2021, 20201858 Haven Private Wealth, LLC
93-2691395Alpharetta, GA·1 plan·2024, 2025188 E. Bergen Pl LLC
22-3703356Red Bank, NJ·1 plan·2024, 2023, 2022, 2021, 202019 21 Consultants Co LLC
85-1486790New Braunfels, TX·1 plan·2024, 20231921, LLC
46-1232480Mequon, WI·1 plan·20201925 Financial, INC.
22-3891987Lafayette, CA·2 plans·2024, 2023, 2022, 2021, 20201932 Investors LLC
92-1333319Los Angeles, CA·1 plan·20221955 Capital LLC
36-4821813Wilson, WY·1 plan·2024, 2023, 2022, 2021, 20201970 Group INC.
84-5060464Jericho, NY·1 plan·2024, 2023, 20221989 Enterprises, LLC
93-1408030Radnor, PA·1 plan·20241994 Management LLC
88-2020664Palatine, IL·1 plan·2024, 202319th Capital Group, LLC
47-4711605Indianapolis, IN·2 plans·20201broker, L.P.
84-4548624Novato, CA·1 plan·2024, 2023, 20221bwk, INC.
46-4738813Centreville, VA·1 plan·2021, 20201nb Bank
37-0206035Carlyle, IL·2 plans·2024, 2023, 2022, 2021, 20201on1 Financial & Insurance Services, INC.
20-4016614Upland, CA·1 plan·2024, 2023, 2022, 2021, 20201st 2nd Mortgage Co. Of N.J., INC.
22-2437469Cresskill, NJ·1 plan·2024, 2023, 2022, 2021, 20201st Advantage Bank
20-2218021St Peters, MO·1 plan·2024, 2023, 2022, 2021, 20201st Advantage Federal Credit Union
54-0623618Yorktown, VA·3 plans·2024, 2023, 2022, 2021, 20201st Advantage Financial, L.L.C.
36-4381383Downers Grove, IL·1 plan·2024, 2023, 2022, 2021, 20201st Bank
81-0350616Sidney, MT·1 plan·20201st Bank In Hominy
73-0241639Hominy, OK·1 plan·2024, 2023, 2022, 2021, 20201st Bank Yuma, INC.
86-0968262Yuma, AZ·1 plan·2024, 2023, 2022, 2021, 20201st Cameron State Bank
43-1417933Cameron, MO·1 plan·20201st Capital Bank
20-8231967Santa Cruz, CA·1 plan·2024, 2023, 2022, 2021, 20201st Capital Finance Of South Carolina INC
20-2993542Fort Mill, SC·1 plan·20241st Capital Mortgage, LLC
27-4533793Owasso, OK·1 plan·2024, 2023, 2022, 2021, 20201st Choice Credit Union
58-6035220Atlanta, GA·2 plans·2024, 2023, 2022, 2021, 20201st Choice Financial Services In
81-1115241Camp Hill, PA·1 plan·2024, 2023, 2022, 2021, 20201st Choice Financial Services LLC
45-4895251Grand Rapids, MI·1 plan·2024, 2023, 2022, 2021, 20201st Choice Mortgage Company LLC
27-3563774Meridian, ID·1 plan·2024, 2023, 2022, 20211st Colonial Community Bank
22-3719127Mount Laurel, NJ·2 plans·2024, 2025, 2023, 2022, 2021, 20201st Community Credit Union
39-6049882Sparta, WI·1 plan·2024, 2023, 2022, 2021, 20201st Community Federal Credit Union
75-0873880San Angelo, TX·1 plan·2024, 2023, 2022, 2021, 20201st Constitution Bank
22-2937245Cranbury, NJ·3 plans·2022, 2021, 20201st Discount Brokerage
65-0592899Lake Worth, FL·1 plan·2024, 2023, 2022, 2021, 20201st Ed Credit Union
23-6274650Chambersburg, PA·1 plan·2024, 2023, 2022, 2021, 20201st Equity Bank
36-4159064Skokie, IL·1 plan·2024, 2023, 2022, 2021, 2020