Horizon Air Savings Investment Plan — Form 5500 plan (Horizon Air Industries, Inc.)
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, Horizon Air Savings Investment Plan is a benefit plan reported by Horizon Air Industries, Inc. under EIN 91-1201373 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,011 participants and $566,284,348 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$566.3MPlan net assets, end of year$566,284,348
Participants8KCovered participants reported8,011
Assets / participant$70.7KComputed: assets ÷ participants$70,688 (computed)
Provider compensation$465.1K4 Schedule C provider row(s)$465,104
- Plan sponsor
- Horizon Air Industries, Inc.
- EIN
- 91-1201373
- Plan number
- 002
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,011 | H, C | 20241010173411NAL0020630657001 |
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)$566.3M total assets
Net assets$566.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $566,284,348
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $566,284,348
- Net assets (BOY)
- $524,362,799
Income & contributions
- Employer contributions
- $12,161,548
- Participant contributions
- $15,278,138
- Total contributions
- $28,933,159
- Total income / additions
- $113,226,210
Expenses & distributions
- Benefits paid
- $67,837,781
- Administrative expenses
- $460,249
- Total expenses
- $68,489,386
- Net increase / (decrease)
- $44,736,824
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.
44%56%
Employer 44%Participant 56%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income60%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $225,641 | $0 | 2023 |
| Vanguard Advisers Inc. | NONE | $224,117 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $15,248 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $98 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Horizon Air Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- The Vanguard Group, Inc. — Schedule C compensation
- Vanguard Advisers Inc. — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation