Group Insurance Plan For Retired Salaried Employees Of Harley-Davidson Motor Group, Inc. — Form 5500 plan (Harley-Davidson Motor Company, 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, Group Insurance Plan For Retired Salaried Employees Of Harley-Davidson Motor Group, Inc. is a benefit plan reported by Harley-Davidson Motor Company, Inc. under EIN 39-1972791 and plan number 514. The latest loaded filing year is 2023. The filing reports 1,425 participants and $6,174,066 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.2MPlan net assets, end of year$6,174,066
Participants1.4KCovered participants reported1,425
Assets / participant$4.3KComputed: assets ÷ participants$4,333 (computed)
Provider compensationNone reported
Plan sponsor
Harley-Davidson Motor Company, Inc.
EIN
39-1972791
Plan number
514
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,425H20241009072255NAL0018847313004
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$6.2M total assets
Net assets$6.2MLiabilities
Money in vs. money out
Total income / additions$4.9M
Total expenses$4.2M
Benefits paid / distributions$4.2M
Contributions
Employer$4.1M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$6,174,066
Net assets (EOY)
$6,174,066
Net assets (BOY)
$5,508,872

Income & contributions

Employer contributions
$4,125,190
Total contributions
$4,207,374
Total income / additions
$4,872,568

Expenses & distributions

Benefits paid
$4,193,921
Administrative expenses
$13,453
Total expenses
$4,207,374
Net increase / (decrease)
$665,194
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets68%Computed ratio
Benefits paid ÷ total income86%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages