2023 Form 5500 filing — Hubergroup Usa, Inc. 401(K) Thrift 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 20241015080423NAL0014222531001) for Hubergroup Usa, Inc. 401(K) Thrift Plan, reported by Hubergroup Usa, Inc. under EIN 36-4345757 and plan number 001. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015080423NAL0014222531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hubergroup Usa, Inc.
- EIN
- 36-4345757
- Plan number
- 001
- Location
- Rolling Meadows, IL
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,858,544
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,858,544
- Employer contributions
- $338,891
- Participant contributions
- $851,364
- Total income / additions
- $3,464,821
- Benefits paid
- $3,671,296
- Administrative expenses
- $47,661
- Total expenses
- $3,718,957
- Net increase / (decrease)
- -$254,136
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group LLC | INVESTMENT MGMT | $23,749 | not reported in the loaded dataset |
| Woodbury Financial Services Inc | ADVISOR | $20,162 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $833 | $0 |