2023 Form 5500 filing — Hntb Ownership 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 20241003114614NAL0010494225001) for Hntb Ownership Plan, reported by Hntb Holdings Ltd. under EIN 56-2422024 and plan number 003. It reports 7,123 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003114614NAL0010494225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hntb Holdings Ltd.
- EIN
- 56-2422024
- Plan number
- 003
- Location
- Kansas City, MO
- Participants
- 7,123
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,669,411,679
- Total liabilities (EOY)
- $129,870
- Net assets (EOY)
- $1,669,281,809
- Employer contributions
- $14,049,285
- Participant contributions
- $31,569,494
- Total income / additions
- $425,094,655
- Benefits paid
- $70,517,738
- Administrative expenses
- $638,641
- Total expenses
- $71,163,854
- Net increase / (decrease)
- $353,930,801
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $212,740 | not reported in the loaded dataset |
| State Street Bank And Trust Company | NONE | $200,000 | not reported in the loaded dataset |
| Stout Intermediate Holdings | NONE | $71,047 | not reported in the loaded dataset |
| Morningstar Inc | NONE | $68,672 | not reported in the loaded dataset |
| Creative Planning Holdco LLC | NONE | $64,204 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $178 | $0 |