2023 Form 5500 filing — Howard Miller - Hekman Defined Benefit Pension 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 20240930105645NAL0003180755001) for Howard Miller - Hekman Defined Benefit Pension Plan, reported by Howard Miller Company under EIN 38-1258662 and plan number 001. It reports 371 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930105645NAL0003180755001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Howard Miller Company
- EIN
- 38-1258662
- Plan number
- 001
- Location
- Zeeland, MI
- Participants
- 371
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,990,897
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,990,897
- Employer contributions
- $3,700,000
- Total income / additions
- $6,969,351
- Benefits paid
- $4,257,412
- Administrative expenses
- $501,880
- Total expenses
- $4,759,292
- Net increase / (decrease)
- $2,210,059
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $148,675 | $0 |
| Watkins Ross | ACTUARY | $27,745 | not reported in the loaded dataset |
| Principal Securities Inc | INVESTMENT ADVISORY | $0 | $14,333 |
| Hungerford | ACCOUNTANT | $11,300 | not reported in the loaded dataset |
| Next Financial Group Inc | INVESTMENT ADVISORY | $0 | $5,851 |