Heidelberg Materials Us Suppl Ret Fund Plan — Form 5500 plan (Heidelberg Materials 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 Suppl Ret Fund Plan is a benefit plan reported by Heidelberg Materials Us Services, LLC under EIN 81-4086708 and plan number 178. The latest loaded filing year is 2023. The filing reports 80 participants and $2,616,403 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.6MPlan net assets, end of year$2,616,403
Participants80Covered participants reported
Assets / participant$32.7KComputed: assets ÷ participants$32,705 (computed)
Provider compensation$501 Schedule C provider row(s)
- Plan sponsor
- Heidelberg Materials Us Services, LLC
- EIN
- 81-4086708
- Plan number
- 178
- Plan type
- 2
- Location
- Irving, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 80 | I, C | 20241015152257NAL0056927794001 |
Schedule I · 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)$2.6M total assets
Net assets$2.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $2,616,403
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,616,403
- Net assets (BOY)
- $1,918,079
Income & contributions
- Employer contributions
- $579,638
- Participant contributions
- $0
- Total income / additions
- $935,511
Expenses & distributions
- Benefits paid
- $237,137
- Administrative expenses
- $50
- Total expenses
- $237,187
- Net increase / (decrease)
- $698,324
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.
100%
Employer 100%Participant 0%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $50 | $0 | 2023 |