2023 Form 5500 filing — Hub International Limited 401(K) Savings 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 20241015132516NAL0016482739001) for Hub International Limited 401(K) Savings Plan, reported by Hub International Limited under EIN 75-3243028 and plan number 001. It reports 13,783 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)$1.3BReported net assets$1,319,376,050
Participants13.8K13,783
Provider compensation$1.2M4 Schedule C row(s)$1,197,263
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015132516NAL0016482739001
Plan sponsor
Hub International Limited
EIN
75-3243028
Plan number
001
Location
Chicago, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$1.3B total assets
Net assets$1.3BLiabilities$0
Money in vs. money out
Total income / additions$360.1M
Total expenses$97M
Benefits paid / distributions$95.5M
Contributions
Employer$32.5M
Participant$100.3M
Full reported line items
Total assets (EOY)
$1,319,376,050
Total liabilities (EOY)
$0
Net assets (EOY)
$1,319,376,050
Employer contributions
$32,463,345
Participant contributions
$100,271,409
Total income / additions
$360,113,580
Benefits paid
$95,480,741
Administrative expenses
$1,316,834
Total expenses
$96,993,947
Net increase / (decrease)
$263,119,633
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT MGMT · Direct $657.2K
  2. 2
    RECORDKEEPER · Direct $358.8K · Indirect $0
  3. 3
    INVESTMENT ADVISOR · Direct $140.3K
  4. 4
    AUDITOR · Direct $41K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015132516NAL0016482739001 cover?
It is the 2023 Form 5500 filing for Hub International Limited 401(K) Savings Plan, reported by Hub International Limited (EIN 75-3243028).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages