2023 Form 5500 filing — Hdi Global Insurance Company 401(K) 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 20241002102028NAL0003945603001) for Hdi Global Insurance Company 401(K) Plan, reported by Hdi Global Insurance Company under EIN 30-0409219 and plan number 001. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002102028NAL0003945603001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hdi Global Insurance Company
- EIN
- 30-0409219
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,937,303
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,937,303
- Employer contributions
- $1,232,453
- Participant contributions
- $2,184,457
- Total income / additions
- $11,331,920
- Benefits paid
- $4,490,796
- Administrative expenses
- $88,316
- Total expenses
- $4,585,758
- Net increase / (decrease)
- $6,746,162
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $46,876 | $0 |
| M Holdings Securities | INVESTMENT ADVISORY | $41,290 | $16 |
| The Mandmarblestone Group LLC | CONTRACT ADMINISTRATOR | $150 | $6,747 |