Plan5500

Hussmann Corporation Employee Savings Plan For United Steelworkers Of America, Local 9014 Employees — Form 5500 plan (Hussmann 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, Hussmann Corporation Employee Savings Plan For United Steelworkers Of America, Local 9014 Employees is a benefit plan reported by Hussmann Corporation under EIN 43-0156220 and plan number 002. The latest loaded filing year is 2023. The filing reports 517 participants and $13,268,967 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.2MPlan net assets, end of year$13,244,354
Participants517Covered participants reported
Assets / participant$25.7KComputed: assets ÷ participants$25,665 (computed)
Provider compensation$51.9K4 Schedule C provider row(s)$51,902
Plan sponsor
Hussmann Corporation
EIN
43-0156220
Plan number
002
Plan type
2
Location
Bridgeton, MO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023517H, C20241009104307NAL0019034849002
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)$13.3M total assets
Net assets$13.2MLiabilities$24.6K
Money in vs. money out
Total income / additions$2.6M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
Employer$35.9K
Participant$742.8K
Full reported line items

Net assets

Total assets (EOY)
$13,268,967
Total liabilities (EOY)
$24,613
Net assets (EOY)
$13,244,354
Net assets (BOY)
$12,295,222

Income & contributions

Employer contributions
$35,933
Participant contributions
$742,846
Total contributions
$778,779
Total income / additions
$2,574,690

Expenses & distributions

Benefits paid
$1,567,724
Administrative expenses
$55,208
Total expenses
$1,625,558
Net increase / (decrease)
$949,132
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.

Contribution share (employer vs. participant)
Employer 5%Participant 95%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income61%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$20,177$02023
Armanino LlpAUDIT$19,240not reported in the loaded dataset2023
Greensfelder, Hemker & Gale, PcLEGAL$6,376not reported in the loaded dataset2023
Mercer Investment ManagementINVESTMENT ADVISORY$6,109not reported in the loaded dataset2023

Related Form 5500 pages