Heidelberg Materials Us Pension Plan — Form 5500 plan (Hm Us Services, 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, Heidelberg Materials Us Pension Plan is a benefit plan reported by Hm Us Services, LLC under EIN 81-4086708 and plan number 003. The latest loaded filing year is 2023. The filing reports 14,739 participants and $876,507,172 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$876.1MPlan net assets, end of year$876,086,358
Participants14.7KCovered participants reported14,739
Assets / participant$59.5KComputed: assets ÷ participants$59,469 (computed)
Provider compensationNone reported
Plan sponsor
Hm Us Services, LLC
EIN
81-4086708
Plan number
003
Plan type
2
Location
Irving, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202314,739H20241015102350NAL0014395443001
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)$876.5M total assets
Net assets$876.1MLiabilities$420.8K
Money in vs. money out
Total income / additions$103.8M
Total expenses$112M
Benefits paid / distributions$112M
Contributions
Employer$15M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$876,507,172
Total liabilities (EOY)
$420,814
Net assets (EOY)
$876,086,358
Net assets (BOY)
$898,904,714

Income & contributions

Employer contributions
$15,000,000
Total contributions
$15,000,000
Total income / additions
$103,758,296

Expenses & distributions

Benefits paid
$111,989,864
Administrative expenses
$0
Total expenses
$111,989,864
Net increase / (decrease)
-$8,231,568

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages