2023 Form 5500 filing — Hensel Phelps Hourly Retirement 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 20241002112243NAL0008197553001) for Hensel Phelps Hourly Retirement Plan, reported by Hensel Phelps under EIN 84-0876644 and plan number 070. It reports 812 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002112243NAL0008197553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hensel Phelps
- EIN
- 84-0876644
- Plan number
- 070
- Location
- Greeley, CO
- Participants
- 812
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,660,079
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,660,079
- Employer contributions
- $3,064,211
- Participant contributions
- $460,120
- Total income / additions
- $8,289,728
- Benefits paid
- $2,760,901
- Administrative expenses
- $38,262
- Total expenses
- $2,799,163
- Net increase / (decrease)
- $5,490,565
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $28,628 | $0 |
| Kestra Advisory Services LLC | NONE | $9,360 | not reported in the loaded dataset |