Ha International, LLC Retirement Savings Plan — Form 5500 plan (Ha International, LLC)
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, Ha International, LLC Retirement Savings Plan is a benefit plan reported by Ha International, LLC under EIN 61-1387705 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $27,079,207 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ha International, LLC
- EIN
- 61-1387705
- Plan number
- 001
- Plan type
- 2
- Location
- Westmont, IL
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $27,079,207
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20240923110324NAL0011350017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,079,207
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,079,207
- Net assets (BOY)
- $25,078,827
Income & contributions
- Employer contributions
- $906,462
- Participant contributions
- $1,012,090
- Total contributions
- $1,936,620
- Total income / additions
- $5,934,987
Expenses & distributions
- Benefits paid
- $3,870,991
- Administrative expenses
- $63,616
- Total expenses
- $3,934,607
- Net increase / (decrease)
- $2,000,380
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $63,616 | $0 | 2023 |
| Gallagher Fiduciary Advisors, LLC | CONSULTANT | $0 | $30,000 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ha International, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Westmont, IL
- Principal Life Insurance Company — Schedule C compensation
- Gallagher Fiduciary Advisors, LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation