Hntb Ownership Plan — Form 5500 plan (Hntb Holdings Ltd.)
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, Hntb Ownership Plan is a benefit plan reported by Hntb Holdings Ltd. under EIN 56-2422024 and plan number 003. The latest loaded filing year is 2023. The filing reports 7,123 participants and $1,669,411,679 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hntb Holdings Ltd.
- EIN
- 56-2422024
- Plan number
- 003
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 7,123
- End-of-year plan assets
- $1,669,411,679
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,123 | H, C | 20241003114614NAL0010494225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,669,411,679
- Total liabilities (EOY)
- $129,870
- Net assets (EOY)
- $1,669,281,809
- Net assets (BOY)
- $1,294,174,515
Income & contributions
- Employer contributions
- $14,049,285
- Participant contributions
- $31,569,494
- Total contributions
- $45,618,779
- Total income / additions
- $425,094,655
Expenses & distributions
- Benefits paid
- $70,517,738
- Administrative expenses
- $638,641
- Total expenses
- $71,163,854
- Net increase / (decrease)
- $353,930,801
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $212,740 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust Company | NONE | $200,000 | not reported in the loaded dataset | 2023 |
| Stout Intermediate Holdings | NONE | $71,047 | not reported in the loaded dataset | 2023 |
| Morningstar Inc | NONE | $68,672 | not reported in the loaded dataset | 2023 |
| Creative Planning Holdco LLC | NONE | $64,204 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $178 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hntb Holdings Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Schwab Retirement Plan Services Inc — Schedule C compensation
- State Street Bank And Trust Company — Schedule C compensation
- Stout Intermediate Holdings — Schedule C compensation
- Morningstar Inc — Schedule C compensation
- Creative Planning Holdco LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation