Hanna Andersson, LLC — 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, Hanna Andersson, LLC (EIN 94-3381261) is a plan sponsor located in Portland, OR with 2 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
94-3381261
Location
Portland, OR
Loaded plans
2
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 Hanna Andersson, LLC

  • 2 loaded plans hold $20.6M in reported assets.
  • The largest, Hanna Andersson, LLC 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,174 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.5MSummed across loaded plans$20,525,843
Total reported assets$20.6M$20,560,246
Total reported participants1.2K1,174
Total reported liabilities$34.4K$34,403

Reported net position

Reported assets = net assets + liabilities (summed)$20.6M total assets
Net assets$20.5MLiabilities$34.4K
Contributions & income
Employer contributions$492K
Participant contributions$1.7M
Total income / additions$5.8M
Expenses & distributions
Benefits paid / distributions$3.9M
Total expenses$4M
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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 assets100%Hanna Andersson, LLC 401(K) Plan
Participants per plan587Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #003 · 885 participants · 2023
  2. 2
    Hanna Andersson, LLC Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 289 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Hanna Andersson, LLC. Open one for its full reported snapshot.

  1. 2023
    Hanna Andersson, LLC Health And Welfare Plan289 participants · 2No schedules
    View filing →
  2. 2023
    Hanna Andersson, LLC 401(K) Plan885 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Hanna Andersson, LLC report on Form 5500?
Hanna Andersson, LLC (EIN 94-3381261) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Hanna Andersson, LLC?
The Employer Identification Number (EIN) reported for Hanna Andersson, LLC is 94-3381261.
What is the latest Form 5500 filing year for Hanna Andersson, LLC?
The latest loaded Form 5500 filing year for Hanna Andersson, LLC is 2023.

Related Form 5500 pages