Hillerich & Bradsby Co. Thrift Plan — Form 5500 plan (Hillerich & Bradsby Co.)
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, Hillerich & Bradsby Co. Thrift Plan is a benefit plan reported by Hillerich & Bradsby Co. under EIN 61-0225940 and plan number 005. The latest loaded filing year is 2023. The filing reports 147 participants and $8,328,810 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.3MPlan net assets, end of year$8,328,810
Participants147Covered participants reported
Assets / participant$56.7KComputed: assets ÷ participants$56,659 (computed)
Provider compensation$48.8K3 Schedule C provider row(s)$48,766
- Plan sponsor
- Hillerich & Bradsby Co.
- EIN
- 61-0225940
- Plan number
- 005
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 147 | H, C | 20241003145437NAL0020862082001 |
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)$8.3M total assets
Net assets$8.3MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $8,328,810
- Net assets (EOY)
- $8,328,810
- Net assets (BOY)
- $7,482,918
Income & contributions
- Employer contributions
- $135,450
- Participant contributions
- $337,403
- Total contributions
- $543,979
- Total income / additions
- $1,880,277
Expenses & distributions
- Benefits paid
- $1,002,403
- Administrative expenses
- $31,982
- Total expenses
- $1,034,385
- Net increase / (decrease)
- $845,892
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.
29%71%
Employer 29%Participant 71%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income53%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insur And Annuity | SERVICE PROVIDER | $29,504 | $0 | 2023 |
| Raymond James & Associates | SERVICE PROVIDER | $0 | $17,362 | 2023 |
| Retirement Management Services, LLC | THIRD PARTY ADMINISTRATOR | $1,900 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hillerich & Bradsby Co.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Voya Retirement Insur And Annuity — Schedule C compensation
- Raymond James & Associates — Schedule C compensation
- Retirement Management Services, LLC — Schedule C compensation