2023 Form 5500 filing — Hb&T Blackrock Mid Cap Equity Index

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 20240903145552NAL0009248867001) for Hb&T Blackrock Mid Cap Equity Index, reported by Hand Benefits & Trust Company under EIN 74-2008758 and plan number 198. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 4 · 2023

Filing snapshot

Net assets (EOY)$25.4MReported net assets$25,390,678
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240903145552NAL0009248867001
Plan sponsor
Hand Benefits & Trust Company
EIN
74-2008758
Plan number
198
Location
Houston, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$25.4M total assets
Net assets$25.4MLiabilities$5.3K
Money in vs. money out
Total income / additions$3.6M
Total expenses$10.9K
Benefits paid / distributions$0
Full reported line items
Total assets (EOY)
$25,396,017
Total liabilities (EOY)
$5,339
Net assets (EOY)
$25,390,678
Total income / additions
$3,605,752
Benefits paid
$0
Administrative expenses
$10,904
Total expenses
$10,904
Net increase / (decrease)
$3,594,848

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240903145552NAL0009248867001 cover?
It is the 2023 Form 5500 filing for Hb&T Blackrock Mid Cap Equity Index, reported by Hand Benefits & Trust Company (EIN 74-2008758).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages