Plan5500

Hub International Limited 401(K) Savings Plan — Form 5500 plan (Hub International Limited)

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, Hub International Limited 401(K) Savings Plan is a benefit plan reported by Hub International Limited under EIN 75-3243028 and plan number 001. The latest loaded filing year is 2023. The filing reports 13,783 participants and $1,319,376,050 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.3BPlan net assets, end of year$1,319,376,050
Participants13.8KCovered participants reported13,783
Assets / participant$95.7KComputed: assets ÷ participants$95,725 (computed)
Provider compensation$1.2M4 Schedule C provider row(s)$1,197,263
Plan sponsor
Hub International Limited
EIN
75-3243028
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    13,783 participants · 2Sch HSch C
    View filing →
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)$1.3B total assets
Net assets$1.3BLiabilities$0
Money in vs. money out
Total income / additions$360.1M
Total expenses$97M
Benefits paid / distributions$95.5M
Contributions
Employer$32.5M
Participant$100.3M
Full reported line items

Net assets

Total assets (EOY)
$1,319,376,050
Total liabilities (EOY)
$0
Net assets (EOY)
$1,319,376,050
Net assets (BOY)
$1,056,256,417

Income & contributions

Employer contributions
$32,463,345
Participant contributions
$100,271,409
Total contributions
$178,594,250
Total income / additions
$360,113,580

Expenses & distributions

Benefits paid
$95,480,741
Administrative expenses
$1,316,834
Total expenses
$96,993,947
Net increase / (decrease)
$263,119,633
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.

Contribution share (employer vs. participant)
Employer 24%Participant 76%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Advisory Group, LLC$657.2K
    INVESTMENT MGMT · Direct $657.2K
  2. 2
    Empower Annuity Insurance Company O$358.8K
    RECORDKEEPER · Direct $358.8K · Indirect $0
  3. 3
    Morgan Stanley$140.3K
    INVESTMENT ADVISOR · Direct $140.3K
  4. 4
    Crowe Llp$41K
    AUDITOR · Direct $41K

What to inspect next

Frequently asked questions

Who sponsors the Hub International Limited 401(K) Savings Plan?
Hub International Limited 401(K) Savings Plan is reported as sponsored by Hub International Limited (EIN 75-3243028, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Hub International Limited 401(K) Savings Plan?
The latest Form 5500 filing year loaded for Hub International Limited 401(K) Savings Plan is 2023.
How many participants does Hub International Limited 401(K) Savings Plan report?
Hub International Limited 401(K) Savings Plan reports 13,783 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Hub International Limited 401(K) Savings Plan?
Hub International Limited 401(K) Savings Plan reports $1,319,376,050 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages