2023 Form 5500 filing — Hyster-Yale Group, Inc. Combined Pension 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 20241014171032NAL0027947361001) for Hyster-Yale Group, Inc. Combined Pension Plan, reported by Hyster-Yale Group, Inc. under EIN 93-0160700 and plan number 021. It reports 1,535 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$48MReported net assets$47,964,464
Participants1.5K1,535
Provider compensation$581.4K3 Schedule C row(s)$581,412
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014171032NAL0027947361001
- Plan sponsor
- Hyster-Yale Group, Inc.
- EIN
- 93-0160700
- Plan number
- 021
- Location
- Cleveland, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$48M total assets
Net assets$48MLiabilities$0
Full reported line items
- Total assets (EOY)
- $47,964,464
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,964,464
- Total income / additions
- $6,106,863
- Benefits paid
- $5,307,805
- Administrative expenses
- $1,368,267
- Total expenses
- $6,676,072
- Net increase / (decrease)
- -$569,209
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | NONE | $464,293 | not reported in the loaded dataset |
| Vanguard Fiduciary Trust Company | NONE | $92,601 | $0 |
| Crowe Llp | NONE | $24,518 | not reported in the loaded dataset |