Hollingsworth & Vose Company Union Savings Plan — Form 5500 plan (Hollingsworth & Vose 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, Hollingsworth & Vose Company Union Savings Plan is a benefit plan reported by Hollingsworth & Vose Company under EIN 04-1446700 and plan number 009. The latest loaded filing year is 2023. The filing reports 352 participants and $28,049,248 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hollingsworth & Vose Company
- EIN
- 04-1446700
- Plan number
- 009
- Plan type
- 2
- Location
- East Walpole, MA
- Latest filing year
- 2023
- Participants
- 352
- End-of-year plan assets
- $28,049,248
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 352 | H, C | 20241014090633NAL0025787169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,049,248
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,049,248
- Net assets (BOY)
- $25,482,440
Income & contributions
- Employer contributions
- $690,696
- Participant contributions
- $1,620,393
- Total contributions
- $2,361,200
- Total income / additions
- $6,200,175
Expenses & distributions
- Benefits paid
- $3,570,755
- Administrative expenses
- $36,260
- Total expenses
- $3,607,015
- Net increase / (decrease)
- $2,593,160
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $26,536 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $9,724 | not reported in the loaded dataset | 2023 |