2023 Form 5500 filing — My Savings Plan (Union)
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 20240923074343NAL0011115393001) for My Savings Plan (Union), reported by Haier Us Appliance Solutions, Inc. under EIN 81-1692501 and plan number 002. It reports 5,060 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923074343NAL0011115393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Haier Us Appliance Solutions, Inc.
- EIN
- 81-1692501
- Plan number
- 002
- Location
- Louisville, KY
- Participants
- 5,060
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $210,876,659
- Total liabilities (EOY)
- $14
- Net assets (EOY)
- $210,876,645
- Employer contributions
- $13,696,346
- Participant contributions
- $17,689,402
- Total income / additions
- $60,255,108
- Benefits paid
- $17,043,059
- Administrative expenses
- $461,204
- Total expenses
- $17,617,377
- Net increase / (decrease)
- $42,637,731
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $358,336 | not reported in the loaded dataset |
| Thompson Hine Llp | ATTORNEY/LEGAL | $48,951 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $37,105 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $16,812 | not reported in the loaded dataset |