2023 Form 5500 filing — Hub Group Employee Profit Sharing And Trust Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240701123533NAL0004148097001) for Hub Group Employee Profit Sharing And Trust Plan, reported by Hub Group, Inc. under EIN 36-4007085 and plan number 001. It reports 7,952 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240701123533NAL0004148097001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hub Group, Inc.
- EIN
- 36-4007085
- Plan number
- 001
- Location
- Oak Brook, IL
- Participants
- 7,952
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $231,851,866
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $231,851,866
- Employer contributions
- $6,606,702
- Participant contributions
- $28,825,565
- Total income / additions
- $76,833,796
- Benefits paid
- $36,832,463
- Administrative expenses
- $449,240
- Total expenses
- $37,317,302
- Net increase / (decrease)
- $39,516,494
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $383,206 | $0 |
| Mma Securities | ADVISOR | $39,352 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $26,714 | not reported in the loaded dataset |