Hdi Global Insurance Company 401(K) Plan — Form 5500 plan (Hdi Global Insurance 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, Hdi Global Insurance Company 401(K) Plan is a benefit plan reported by Hdi Global Insurance Company under EIN 30-0409219 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $41,937,303 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hdi Global Insurance Company
- EIN
- 30-0409219
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $41,937,303
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20241002102028NAL0003945603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,937,303
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,937,303
- Net assets (BOY)
- $35,191,141
Income & contributions
- Employer contributions
- $1,232,453
- Participant contributions
- $2,184,457
- Total contributions
- $5,362,593
- Total income / additions
- $11,331,920
Expenses & distributions
- Benefits paid
- $4,490,796
- Administrative expenses
- $88,316
- Total expenses
- $4,585,758
- Net increase / (decrease)
- $6,746,162
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $46,876 | $0 | 2023 |
| M Holdings Securities | INVESTMENT ADVISORY | $41,290 | $16 | 2023 |
| The Mandmarblestone Group LLC | CONTRACT ADMINISTRATOR | $150 | $6,747 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hdi Global Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Principal Life Insurance Company — Schedule C compensation
- M Holdings Securities — Schedule C compensation
- The Mandmarblestone Group LLC — Schedule C compensation