Corry Jamestown And Holga Pension Plan B — Form 5500 plan (Hni Corporation)
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, Corry Jamestown And Holga Pension Plan B is a benefit plan reported by Hni Corporation under EIN 42-0617510 and plan number 014. The latest loaded filing year is 2023. The filing reports 338 participants and $5,760,090 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hni Corporation
- EIN
- 42-0617510
- Plan number
- 014
- Plan type
- 2
- Location
- Muscatine, IA
- Latest filing year
- 2023
- Participants
- 338
- End-of-year plan assets
- $5,760,090
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 338 | H, C | 20241003182452NAL0006008963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,760,090
- Total liabilities (EOY)
- $3,192
- Net assets (EOY)
- $5,756,898
- Net assets (BOY)
- $5,857,885
Income & contributions
- Employer contributions
- $310,576
- Total contributions
- $310,576
- Total income / additions
- $752,408
Expenses & distributions
- Benefits paid
- $626,662
- Administrative expenses
- $226,733
- Total expenses
- $853,395
- Net increase / (decrease)
- -$100,987
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | N/A | $53,351 | $0 | 2023 |
| Capfinancial Partners Ll | N/A | $22,498 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | N/A | $16,805 | not reported in the loaded dataset | 2023 |
| Fidelity Institutional | N/A | $14,500 | not reported in the loaded dataset | 2023 |
| Economic Group Pension | N/A | $9,555 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hni Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Muscatine, IA
- Principal Life Insurance Company — Schedule C compensation
- Capfinancial Partners Ll — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Fidelity Institutional — Schedule C compensation
- Economic Group Pension — Schedule C compensation