Glenn O. Hawbaker, Inc. Welfare Benefit Plan — Form 5500 plan (Glenn O. Hawbaker, Inc.)
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, Glenn O. Hawbaker, Inc. Welfare Benefit Plan is a benefit plan reported by Glenn O. Hawbaker, Inc. under EIN 25-1150293 and plan number 501. The latest loaded filing year is 2023. The filing reports 969 participants and $17,020,591 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Glenn O. Hawbaker, Inc.
- EIN
- 25-1150293
- Plan number
- 501
- Plan type
- 2
- Location
- State College, PA
- Latest filing year
- 2023
- Participants
- 969
- End-of-year plan assets
- $17,020,591
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 969 | H, C | 20250219113619NAL0007074608001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,020,591
- Total liabilities (EOY)
- $182,246
- Net assets (EOY)
- $16,838,345
- Net assets (BOY)
- $10,279,315
Income & contributions
- Employer contributions
- $22,143,140
- Participant contributions
- $1,879,983
- Total contributions
- $24,023,123
- Total income / additions
- $25,796,512
Expenses & distributions
- Benefits paid
- $16,759,634
- Administrative expenses
- $2,477,848
- Total expenses
- $19,237,482
- Net increase / (decrease)
- $6,559,030
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sun Life Assurance Company Of Canad | ADMINISTRATION | $1,768,963 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | CONTRACT ADMINISTRATOR | $474,807 | not reported in the loaded dataset | 2023 |
| Gallagher Benefit Services, Inc. | CONSULTING SERVICES | $116,918 | not reported in the loaded dataset | 2023 |
| Sterling Wellness Solutions, LLC | WELLNESS ADMINISTRATOR | $85,882 | not reported in the loaded dataset | 2023 |
| Inspira Financial | ADMINISTRATION | $31,278 | not reported in the loaded dataset | 2023 |
| Optavise, LLC | CONSULTING SERVICES | $29,135 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Glenn O. Hawbaker, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in State College, PA
- Sun Life Assurance Company Of Canad — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation
- Gallagher Benefit Services, Inc. — Schedule C compensation
- Sterling Wellness Solutions, LLC — Schedule C compensation
- Inspira Financial — Schedule C compensation
- Optavise, LLC — Schedule C compensation