Home Builders Association Of South Carolina Group Insurance Trust — Form 5500 plan (Home Builders Association Of South Carolina Group Insurance Trust)

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, Home Builders Association Of South Carolina Group Insurance Trust is a benefit plan reported by Home Builders Association Of South Carolina Group Insurance Trust under EIN 84-6513736 and plan number 501. The latest loaded filing year is 2023. The filing reports 683 participants and $153,353 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$87.7KPlan net assets, end of year$87,721
Participants683Covered participants reported
Assets / participant$225Computed: assets ÷ participants$225 (computed)
Provider compensation$169.2K3 Schedule C provider row(s)$169,213
Plan sponsor
Home Builders Association Of South Carolina Group Insurance Trust
EIN
84-6513736
Plan number
501
Plan type
3
Location
Columbia, SC
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023683H, C20250429163844NAL0000755409001
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)$153.4K total assets
Net assets$87.7KLiabilities$65.6K
Money in vs. money out
Total income / additions$6.9M
Total expenses$7M
Benefits paid / distributions$6.8M
Contributions
Employer$6.7M
Participant$37.9K
Full reported line items

Net assets

Total assets (EOY)
$153,353
Total liabilities (EOY)
$65,632
Net assets (EOY)
$87,721
Net assets (BOY)
$124,906

Income & contributions

Employer contributions
$6,744,327
Participant contributions
$37,902
Total contributions
$6,782,229
Total income / additions
$6,920,282

Expenses & distributions

Benefits paid
$6,782,230
Administrative expenses
$175,237
Total expenses
$6,957,467
Net increase / (decrease)
-$37,185
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 99%Participant 1%
Total expenses ÷ net assets7931%Computed ratio
Benefits paid ÷ total income98%Computed ratio
Provider comp. ÷ net assets193%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Home Builders Association Of ScPLAN SPONSOR$150,000not reported in the loaded dataset2023
Cliftonlarsonallen, LlpNONE$14,175not reported in the loaded dataset2023
First Citizens BankNONE$5,038not reported in the loaded dataset2023

Related Form 5500 pages