Plan5500

Annett Holdings Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Annett Holdings Inc (EIN 42-1292482) is a plan sponsor located in Des Moines, IA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
42-1292482
Location
Des Moines, IA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Annett Holdings Inc

  • 3 loaded plans hold $482.2M in reported assets.
  • The largest, Annett Holdings, Inc. Employee Stock Ownership Plan & Trust, holds 83% of this company's reported plan assets.
  • Plans cover 13,836 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$481.5MSummed across loaded plans$481,458,569
Total reported assets$482.2M$482,231,945
Total reported participants13.8K13,836
Total reported liabilities$773.4K$773,376

Reported net position

Reported assets = net assets + liabilities (summed)$482.2M total assets
Net assets$481.5MLiabilities$773.4K
Contributions & income
Employer contributions$978.8K
Participant contributions$11.8M
Total income / additions$83.9M
Expenses & distributions
Benefits paid / distributions$25.3M
Total expenses$25.7M
Net increase / (decrease)$58.3M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets83%Annett Holdings, Inc. Employee Stock Ownership Plan & Trust
Participants per plan4,612Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Annett Holdings, Inc. Employee Stock Ownership Plan & Trust$400.4M
    Plan #002 · 4,240 participants · 2023
  2. 2
    Annett Holdings, Inc. Employee Savings And Profit Sharing Plan$81.8M
    Plan #001 · 4,068 participants · 2023
  3. 3
    Tmc Transportation, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 5,528 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Annett Holdings Inc. Open one for its full reported snapshot.

  1. 2023
    Tmc Transportation, Inc. Welfare Benefit Plan5,528 participants · 2No schedules
    View filing →
  2. 2023
    Annett Holdings, Inc. Employee Savings And Profit Sharing Plan4,068 participants · 2Sch HSch C
    View filing →
  3. 2023
    Annett Holdings, Inc. Employee Stock Ownership Plan & Trust4,240 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Annett Holdings Inc report on Form 5500?
Annett Holdings Inc (EIN 42-1292482) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Annett Holdings Inc?
The Employer Identification Number (EIN) reported for Annett Holdings Inc is 42-1292482.
What is the latest Form 5500 filing year for Annett Holdings Inc?
The latest loaded Form 5500 filing year for Annett Holdings Inc is 2023.

Related Form 5500 pages