Contractor
SEI Investments Company
4 customers • 25 returns • Latest tax year 2024 • Oaks, PA
Investment Mgmt.Investment Management
Customers
4
Returns
25
Total Compensation
$9,886,894
Customers
| Organization | EIN | Returns | Latest Year | Services | Compensation |
|---|---|---|---|---|---|
| Cliffs Empire Iron Mining Ptnrs Ret Ben | 34-1773468 | 11 | 2024 | Investment Mgmt. | $5,279,721 |
| First Community Foundation Partnership | 24-6013117 | 6 | 2024 | Investment Management | $2,073,766 |
| Redlands Health Foundation | 33-0900937 | 1 | 2023 | Investment Management | $1,354,489 |
| Cliffs Mining Hibbing Retirement Ben Trust | 34-1773469 | 7 | 2020 | Investment Mgmt. | $1,178,918 |
Returns
| Tax Year | Organization | Type | Services | Location | Compensation | Return |
|---|---|---|---|---|---|---|
| 2024 | First Community Foundation Partnership | 990 | Investment Management | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $401,783 | View return |
| 2024 | Cliffs Empire Iron Mining Ptnrs Ret Ben | 990 | Investment Mgmt. | 1 Freedom Valley Drive, Oaks, PA 19456 | $353,440 | View return |
| 2023 | Redlands Health Foundation | 990 | Investment Management | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $1,354,489 | View return |
| 2023 | First Community Foundation Partnership | 990 | Investment Management | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $389,034 | View return |
| 2023 | Cliffs Empire Iron Mining Ptnrs Ret Ben | 990 | Investment Mgmt. | 1 Freedom Valley Drive, Oaks, PA 19456 | $320,681 | View return |
| 2022 | Cliffs Empire Iron Mining Ptnrs Ret Ben | 990 | Investment Mgmt. | 1 Freedom Valley Drive, Oaks, PA 19456 | $489,053 | View return |
| 2022 | First Community Foundation Partnership | 990 | Investment Management | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $365,219 | View return |
| 2021 | Cliffs Empire Iron Mining Ptnrs Ret Ben | 990 | Investment Mgmt. | 1 Freedom Valley Drive, Oaks, PA 19456 | $502,695 | View return |
| 2021 | First Community Foundation Partnership | 990 | Investment Management | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $362,096 | View return |
| 2020 | Cliffs Empire Iron Mining Ptnrs Ret Ben | 990 | Investment Mgmt. | 1 Freedom Valley Drive, Oaks, PA 19456 | $562,424 | View return |
| 2020 | First Community Foundation Partnership | 990 | Investment Management | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $303,231 | View return |
| 2020 | Cliffs Mining Hibbing Retirement Ben Trust | 990 | Investment Mgmt. | 1 Freedom Valley Drive, Oaks, PA 19456 | $117,882 | View return |
| 2019 | Cliffs Empire Iron Mining Ptnrs Ret Ben | 990 | Investment Mgmt. | 1 Freedom Valley Drive, Oaks, PA 19456 | $550,791 | View return |
| 2019 | First Community Foundation Partnership | 990 | Investment Management | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $252,403 | View return |
| 2019 | Cliffs Mining Hibbing Retirement Ben Trust | 990 | Investment Mgmt. | 1 Freedom Valley Drive, Oaks, PA 19456 | $184,888 | View return |
| 2018 | Cliffs Empire Iron Mining Ptnrs Ret Ben | 990 | Investment Mgmt. | 1 Freedom Valley Drive, Oaks, PA 19456 | $541,116 | View return |
| 2018 | Cliffs Mining Hibbing Retirement Ben Trust | 990 | Investment Mgmt. | 1 Freedom Valley Drive, Oaks, PA 19456 | $186,501 | View return |
| 2017 | Cliffs Empire Iron Mining Ptnrs Ret Ben | 990 | Investment Mgmt. | 1 Freedom Valley Drive, Oaks, PA 19456 | $434,423 | View return |
| 2017 | Cliffs Mining Hibbing Retirement Ben Trust | 990 | Investment Mgmt. | 1 Freedom Valley Drive, Oaks, PA 19456 | $145,429 | View return |
| 2016 | Cliffs Empire Iron Mining Ptnrs Ret Ben | 990 | Investment Mgmt. | 1 Freedom Valley Drive, Oaks, PA 19456 | $465,843 | View return |
| 2016 | Cliffs Mining Hibbing Retirement Ben Trust | 990 | Investment Mgmt. | 1 Freedom Valley Drive, Oaks, PA 19456 | $165,639 | View return |
| 2015 | Cliffs Empire Iron Mining Ptnrs Ret Ben | 990 | Investment Mgmt. | 1 Freedom Valley Drive, Oaks, PA 19456 | $464,600 | View return |
| 2015 | Cliffs Mining Hibbing Retirement Ben Trust | 990 | Investment Mgmt. | 1 Freedom Valley Drive, Oaks, PA 19456 | $165,273 | View return |
| 2014 | Cliffs Empire Iron Mining Ptnrs Ret Ben | 990 | Investment Mgmt. | 1 Freedom Valley Drive, Oaks, PA 19456 | $594,655 | View return |
| 2014 | Cliffs Mining Hibbing Retirement Ben Trust | 990 | Investment Mgmt. | 1 Freedom Valley Drive, Oaks, PA 19456 | $213,306 | View return |