2023 Form 5500 filing — Hni Risk Services 401(K) 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 20241203094103NAL0002607937001) for Hni Risk Services 401(K) Plan, reported by Acrisure, LLC under EIN 26-3554645 and plan number 001. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241203094103NAL0002607937001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Acrisure, LLC
- EIN
- 26-3554645
- Plan number
- 001
- Location
- Grand Rapids, MI
- Participants
- 170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,623,110
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,623,110
- Employer contributions
- $379,471
- Participant contributions
- $1,374,252
- Total income / additions
- $8,076,990
- Benefits paid
- $6,185,187
- Administrative expenses
- $96,408
- Total expenses
- $6,281,595
- Net increase / (decrease)
- $1,795,395
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co Of America | RECORDKEEPER | $83,858 | $0 |
| Woodbury Financial Services, | BROKER/ADVISO R | $0 | $67,003 |
| Sikich Cpa, LLC | AUDITOR | $11,500 | $0 |
| Blue Chip Retirement Plans, Inc. | TPA | $300 | $10,000 |