2023 Form 5500 filing — Hunter Douglas Employees' Retirement 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 20241015141911NAL0029945057001) for Hunter Douglas Employees' Retirement Plan, reported by Hunter Douglas, Inc. under EIN 13-2614416 and plan number 002. It reports 2,269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141911NAL0029945057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hunter Douglas, Inc.
- EIN
- 13-2614416
- Plan number
- 002
- Location
- Broomfield, CO
- Participants
- 2,269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $151,514,076
- Total liabilities (EOY)
- $35,452
- Net assets (EOY)
- $151,478,624
- Total income / additions
- $10,582,821
- Benefits paid
- $7,895,118
- Administrative expenses
- $1,284,724
- Total expenses
- $9,179,842
- Net increase / (decrease)
- $1,402,979
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Partners Capital Inv Grp, LLC | NONE | $928,025 | not reported in the loaded dataset |
| October Three Consulting LLC | NONE | $198,166 | not reported in the loaded dataset |
| Bank Of America | NONE | $75,433 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $7,725 | not reported in the loaded dataset |