2023 Form 5500 filing — Herbalife International Of America, Inc. Employees 401(K) Profit Sharing
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 20241007164120NAL0027993968001) for Herbalife International Of America, Inc. Employees 401(K) Profit Sharing, reported by Herbalife International Of America, Inc. under EIN 95-3954565 and plan number 001. It reports 3,551 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007164120NAL0027993968001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Herbalife International Of America, Inc.
- EIN
- 95-3954565
- Plan number
- 001
- Location
- Torrance, CA
- Participants
- 3,551
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $377,488,967
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $377,488,967
- Employer contributions
- $9,976,602
- Participant contributions
- $21,482,803
- Total income / additions
- $92,925,997
- Benefits paid
- $37,163,474
- Administrative expenses
- $319,821
- Total expenses
- $37,483,295
- Net increase / (decrease)
- $55,442,702
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $249,216 | $0 |
| Newport Group Consulting | INVESTMENT ADVISORY | $41,250 | not reported in the loaded dataset |
| Marcum | INVESTMENT ADVISORY | $29,355 | not reported in the loaded dataset |