2023 Form 5500 filing — Group Insurance Plan For Retired Bargaining Unit Employees Of Harley Davidson Motor Company Group, Inc.
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 20241009072255NAL0018847313003) for Group Insurance Plan For Retired Bargaining Unit Employees Of Harley Davidson Motor Company Group, Inc., reported by Harley-Davidson Motor Company, Inc. under EIN 39-1972791 and plan number 508. It reports 3,104 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009072255NAL0018847313003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harley-Davidson Motor Company, Inc.
- EIN
- 39-1972791
- Plan number
- 508
- Location
- Milwaukee, WI
- Participants
- 3,104
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $220,107,734
- Total liabilities (EOY)
- $74,960
- Net assets (EOY)
- $220,032,774
- Participant contributions
- $1,759,713
- Total income / additions
- $30,995,338
- Benefits paid
- $11,310,918
- Administrative expenses
- $789,238
- Total expenses
- $12,100,156
- Net increase / (decrease)
- $18,895,182
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Johnston Asset Management | NONE | $199,195 | not reported in the loaded dataset |
| United Healthcare | NONE | $144,722 | not reported in the loaded dataset |
| Thompson, Siegel & Walmsey | NONE | $85,370 | not reported in the loaded dataset |
| Geneva Capital Management, Ltd. | NONE | $79,941 | not reported in the loaded dataset |
| Bmo Harris Bank | NONE | $53,443 | not reported in the loaded dataset |
| Ir&M Core Bond Fund Ii LLC | NONE | $46,104 | not reported in the loaded dataset |
| Towers Watson Delaware, Inc. | NONE | $33,386 | not reported in the loaded dataset |
| Silvercrest Asset Management | NONE | $23,886 | not reported in the loaded dataset |
| Mercer Human Resource Consulting | NONE | $20,000 | not reported in the loaded dataset |
| Rhumbline Advisers | NONE | $14,123 | not reported in the loaded dataset |
| Crow Holdings Realty Partner Viii-A | NONE | $8,108 | not reported in the loaded dataset |