Plan5500

Hunter Fan Company Pension Plan — Form 5500 plan (Hunter Fan Company)

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, Hunter Fan Company Pension Plan is a benefit plan reported by Hunter Fan Company under EIN 62-1218702 and plan number 001. The latest loaded filing year is 2023. The filing reports 399 participants and $20,785,765 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hunter Fan Company
EIN
62-1218702
Plan number
001
Plan type
2
Location
Cordova, TN
Latest filing year
2023
Participants
399
End-of-year plan assets
$20,785,765

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023399H, C20241011164326NAL0012767811001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,785,765
Total liabilities (EOY)
$0
Net assets (EOY)
$20,785,765
Net assets (BOY)
$19,093,931

Income & contributions

Total contributions
$0
Total income / additions
$2,916,415

Expenses & distributions

Benefits paid
$1,116,782
Administrative expenses
$107,799
Total expenses
$1,224,581
Net increase / (decrease)
$1,691,834

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley GlobalINVESTMENT ADVISORY$48,842not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$20,075$02023

Related Form 5500 pages