U-Haul Holding Company — 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, U-Haul Holding Company (EIN 88-0106815) is a plan sponsor located in Phoenix, AZ with 13 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
- 88-0106815
- Location
- Phoenix, AZ
- Loaded plans
- 13
- Total reported participants
- 174,288
- Total reported plan assets (EOY)
- $1,117,728,602
- Plans with financial data
- 2
- Plans with provider compensation
- 5
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| U-Haul Holding Company Employee Stock Ownership Plan | 003 | 27,786 | $618,546,920 | 2023 |
| U-Haul Holding Company 401(K) Savings Plan | 002 | 35,503 | $499,181,682 | 2023 |
| U-Haul Holding Company Travel Accident | 505 | 31,104 | not reported in the loaded dataset | 2023 |
| U-Haul Holding Company Life And Accidental Death And Dismemberment Group Insurance Plan | 501 | 16,726 | not reported in the loaded dataset | 2023 |
| U-Haul Holding Company Disability Insurance Plan | 503 | 16,385 | not reported in the loaded dataset | 2023 |
| U-Haul Holding Company Dental Plan | 504 | 14,950 | not reported in the loaded dataset | 2023 |
| U-Haul Holding Company Accident And Health Group Insurance Plan | 502 | 12,418 | not reported in the loaded dataset | 2023 |
| U-Haul Holding Company Stop Loss | 509 | 11,973 | not reported in the loaded dataset | 2023 |
| U-Haul Holding Company Critical Illness | 511 | 2,736 | not reported in the loaded dataset | 2023 |
| Metlaw | 510 | 2,206 | not reported in the loaded dataset | 2023 |
| U-Haul Holding Company Group Accident | 512 | 2,192 | not reported in the loaded dataset | 2023 |
| U-Haul Holding Company Hospital Indemnity | 513 | 264 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | U-Haul Holding Company Life And Accidental Death And Dismemberment Group Insurance Plan | 16,726 | — | 20240613172915NAL0055000160001 |
| 2023 | U-Haul Holding Company Accident And Health Group Insurance Plan | 12,418 | C | 20240613172930NAL0031166353001 |
| 2023 | U-Haul Holding Company Disability Insurance Plan | 16,385 | C | 20240613172939NAL0030980209001 |
| 2023 | U-Haul Holding Company Dental Plan | 14,950 | C | 20240613172950NAL0031166929001 |
| 2023 | U-Haul Holding Company Travel Accident | 31,104 | — | 20240613173002NAL0031167521001 |
| 2023 | U-Haul Holding Company Health Maintenance Organization (Hawaii Only) | 45 | — | 20240613173012NAL0055002512001 |
| 2023 | U-Haul Holding Company Stop Loss | 11,973 | — | 20240613173022NAL0055002736001 |
| 2023 | Metlaw | 2,206 | — | 20240613173033NAL0049713664001 |