Hbc Employees Trust — Form 5500 plan (Horizon Beverage Company)
Plain-English plan 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, Hbc Employees Trust is a benefit plan reported by Horizon Beverage Company under EIN 04-1123650 and plan number 001. The latest loaded filing year is 2023. The filing reports 256 participants and $62,523,121 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Horizon Beverage Company
- EIN
- 04-1123650
- Plan number
- 001
- Plan type
- 2
- Location
- Norton, MA
- Latest filing year
- 2023
- Participants
- 256
- End-of-year plan assets
- $62,523,121
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 256 | H, C | 20250812132153NAL0004347523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,523,121
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,523,121
- Net assets (BOY)
- $49,924,977
Income & contributions
- Employer contributions
- $1,409,365
- Participant contributions
- $1,693,667
- Total contributions
- $3,287,283
- Total income / additions
- $15,892,991
Expenses & distributions
- Benefits paid
- $3,108,208
- Administrative expenses
- $186,639
- Total expenses
- $3,294,847
- Net increase / (decrease)
- $12,598,144
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $138,228 | $0 | 2023 |
| World Investment Advisors LLC | INVESTMENT ADVISOR | $27,789 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group Inc | CONTRACT ADMIN | $17,144 | not reported in the loaded dataset | 2023 |
| Raphael And Raphael, Llp | AUDITOR | $12,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Horizon Beverage Company
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Norton, MA
- Empower Annuity Insurance Company — Schedule C compensation
- World Investment Advisors LLC — Schedule C compensation
- The Angell Pension Group Inc — Schedule C compensation
- Raphael And Raphael, Llp — Schedule C compensation