The H.T. Hackney Co. Flexible Benefits Plan — Form 5500 plan (The H.T. Hackney 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, The H.T. Hackney Co. Flexible Benefits Plan is a benefit plan reported by The H.T. Hackney Co. under EIN 62-0222535 and plan number 504. The latest loaded filing year is 2023. The filing reports 2,372 participants and $8,000,204 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The H.T. Hackney Co.
- EIN
- 62-0222535
- Plan number
- 504
- Plan type
- 2
- Location
- Knoxville, TN
- Latest filing year
- 2023
- Participants
- 2,372
- End-of-year plan assets
- $8,000,204
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,372 | H, C | 20250410151313NAL0011860019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,000,204
- Total liabilities (EOY)
- $1,685,916
- Net assets (EOY)
- $6,314,288
- Net assets (BOY)
- $3,084,966
Income & contributions
- Employer contributions
- $19,277,306
- Participant contributions
- $7,509,848
- Total contributions
- $26,787,154
- Total income / additions
- $27,049,076
Expenses & distributions
- Benefits paid
- $22,673,943
- Administrative expenses
- $1,145,811
- Total expenses
- $23,819,754
- Net increase / (decrease)
- $3,229,322
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Healthcare Services, Inc. | CLAIMS PROCESSOR | $1,145,811 | $0 | 2023 |
| Gallagher Benefit Services, Inc. | BROKER | $29,216 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Southeast, Inc | BROKER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The H.T. Hackney Co.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Knoxville, TN
- United Healthcare Services, Inc. — Schedule C compensation
- Gallagher Benefit Services, Inc. — Schedule C compensation
- Willis Towers Watson Southeast, Inc — Schedule C compensation