2023 Form 5500 filing — Hollister Pension Plan And Trust For Kirksville, Missouri Bargaining Unit Employees
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 20241008122929NAL0028538256001) for Hollister Pension Plan And Trust For Kirksville, Missouri Bargaining Unit Employees, reported by Hollister Incorporated under EIN 36-2404865 and plan number 002. It reports 395 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008122929NAL0028538256001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hollister Incorporated
- EIN
- 36-2404865
- Plan number
- 002
- Location
- Libertyville, IL
- Participants
- 395
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,743,678
- Total liabilities (EOY)
- $11,228
- Net assets (EOY)
- $22,732,450
- Total income / additions
- $2,301,229
- Benefits paid
- $2,258,120
- Administrative expenses
- $37,574
- Total expenses
- $2,295,694
- Net increase / (decrease)
- $5,535
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rmb Capital | INVESTMENT ADVISOR | $20,730 | not reported in the loaded dataset |
| Bmo Financial Group | INVESTMENT ADVISOR | $16,844 | not reported in the loaded dataset |