Retirement Savings Plan Of Hoosier Energy Rec, Inc. — Form 5500 plan (Hoosier Energy Rec, 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, Retirement Savings Plan Of Hoosier Energy Rec, Inc. is a benefit plan reported by Hoosier Energy Rec, Inc. under EIN 35-0411710 and plan number 001. The latest loaded filing year is 2023. The filing reports 396 participants and $61,378,843 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hoosier Energy Rec, Inc.
- EIN
- 35-0411710
- Plan number
- 001
- Plan type
- 2
- Location
- Bloomington, IN
- Latest filing year
- 2023
- Participants
- 396
- End-of-year plan assets
- $61,378,843
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 396 | H, C | 20240923090658NAL0006546947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,378,843
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,378,843
- Net assets (BOY)
- $56,775,965
Income & contributions
- Employer contributions
- $1,222,322
- Participant contributions
- $3,013,614
- Total contributions
- $4,917,593
- Total income / additions
- $15,122,773
Expenses & distributions
- Benefits paid
- $10,496,246
- Administrative expenses
- $23,649
- Total expenses
- $10,519,895
- Net increase / (decrease)
- $4,602,878
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch | CONSULTANT | $77,500 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $19,777 | not reported in the loaded dataset | 2023 |
| Blue & Co., LLC | ACCOUNTANT/AUDITOR | $16,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$89,628 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hoosier Energy Rec, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Bloomington, IN
- Merrill Lynch — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Blue & Co., LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation