Hub Group Employee Profit Sharing And Trust Plan — Form 5500 plan (Hub Group, 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, Hub Group Employee Profit Sharing And Trust Plan is a benefit plan reported by Hub Group, Inc. under EIN 36-4007085 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,952 participants and $231,851,866 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hub Group, Inc.
EIN
36-4007085
Plan number
001
Plan type
2
Location
Oak Brook, IL
Latest filing year
2023
Participants
7,952
End-of-year plan assets
$231,851,866

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,952H, C20240701123533NAL0004148097001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$231,851,866
Total liabilities (EOY)
$0
Net assets (EOY)
$231,851,866
Net assets (BOY)
$192,335,372

Income & contributions

Employer contributions
$6,606,702
Participant contributions
$28,825,565
Total contributions
$40,275,406
Total income / additions
$76,833,796

Expenses & distributions

Benefits paid
$36,832,463
Administrative expenses
$449,240
Total expenses
$37,317,302
Net increase / (decrease)
$39,516,494

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$383,206$02023
Mma SecuritiesADVISOR$39,352not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$26,714not reported in the loaded dataset2023

Related Form 5500 pages