Northstar Aerospace (Usa) Voluntary Savings Plan — Form 5500 plan (Heligear Acquisition Co Dba Northstar Aerospace Ch)
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, Northstar Aerospace (Usa) Voluntary Savings Plan is a benefit plan reported by Heligear Acquisition Co Dba Northstar Aerospace Ch under EIN 90-0867867 and plan number 047. The latest loaded filing year is 2023. The filing reports 484 participants and $49,792,788 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heligear Acquisition Co Dba Northstar Aerospace Ch
- EIN
- 90-0867867
- Plan number
- 047
- Plan type
- 2
- Location
- Bedford Park, IL
- Latest filing year
- 2023
- Participants
- 484
- End-of-year plan assets
- $49,792,788
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 484 | H, C | 20241009142922NAL0010721603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,792,788
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,792,788
- Net assets (BOY)
- $43,890,632
Income & contributions
- Employer contributions
- $1,097,632
- Participant contributions
- $1,950,001
- Total contributions
- $3,234,249
- Total income / additions
- $9,074,014
Expenses & distributions
- Benefits paid
- $3,004,482
- Administrative expenses
- $109,811
- Total expenses
- $3,171,858
- Net increase / (decrease)
- $5,902,156
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $90,271 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $14,693 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $4,846 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heligear Acquisition Co Dba Northstar Aerospace Ch
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Bedford Park, IL
- Global Retirement Partners LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation