Employee'S Retirement Plan Of Hella Usa — Form 5500 plan (Hella Corporate Center Usa, 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, Employee'S Retirement Plan Of Hella Usa is a benefit plan reported by Hella Corporate Center Usa, Inc. under EIN 37-1048208 and plan number 004. The latest loaded filing year is 2023. The filing reports 996 participants and $83,577,971 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hella Corporate Center Usa, Inc.
- EIN
- 37-1048208
- Plan number
- 004
- Plan type
- 2
- Location
- Northville, MI
- Latest filing year
- 2023
- Participants
- 996
- End-of-year plan assets
- $83,577,971
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 996 | H, C | 20251015153811NAL0005303921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,577,971
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,577,971
- Net assets (BOY)
- $78,588,044
Income & contributions
- Employer contributions
- $2,637,058
- Participant contributions
- $4,418,616
- Total contributions
- $7,891,151
- Total income / additions
- $18,354,193
Expenses & distributions
- Benefits paid
- $13,048,677
- Administrative expenses
- $236,167
- Total expenses
- $13,364,266
- Net increase / (decrease)
- $4,989,927
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $127,984 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $103,302 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,881 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hella Corporate Center Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Northville, MI
- Morgan Stanley — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation