Hand Benefits & Trust Company — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, Hand Benefits & Trust Company (EIN 74-2008758) is a plan sponsor located in Houston, TX with 79 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 74-2008758
- Location
- Houston, TX
- Loaded plans
- 79
- Total reported participants
- not reported in the loaded dataset
- Total reported plan assets (EOY)
- $6,957,167,967
- Plans with financial data
- 79
- Plans with provider compensation
- 0
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Western Asset Core Plus Bond Cif | 113 | not reported in the loaded dataset | $818,614,436 | 2023 |
| Hb&T Stable Value Fund Fund | 240 | not reported in the loaded dataset | $557,564,347 | 2023 |
| Globeflex Acwi Ex-Us Equity Cif | 216 | not reported in the loaded dataset | $447,552,252 | 2023 |
| Western Asset Income Fund | 152 | not reported in the loaded dataset | $376,297,004 | 2023 |
| Hb&T Lincoln Stable Value Fund | 214 | not reported in the loaded dataset | $354,463,961 | 2023 |
| Agilis Long Credit Fund | 107 | not reported in the loaded dataset | $328,338,595 | 2023 |
| Directions 5 - Aggressive | 245 | not reported in the loaded dataset | $254,969,453 | 2023 |
| Directions 4 - Moderately Aggressive | 244 | not reported in the loaded dataset | $237,569,975 | 2023 |
| Retirement Right Stable Value Fund | 227 | not reported in the loaded dataset | $235,742,199 | 2023 |
| Bw Global Investment Grade Fixed Income Cif | 112 | not reported in the loaded dataset | $203,731,878 | 2023 |
| Snyder Capital Small/Mid Cap Value Fund | 185 | not reported in the loaded dataset | $183,614,283 | 2023 |
| Hamilton Capital Dynamic Equity | 217 | not reported in the loaded dataset | $182,860,997 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Trademark Tactical Multifactor Conservative Fund | not reported in the loaded dataset | H | 20240827134327NAL0005131475001 |
| 2023 | Trademark Tactical Multifactor Fund | not reported in the loaded dataset | H | 20240827135814NAL0006125907001 |
| 2023 | Vanguard 100 Equity Managed Trust Fund | not reported in the loaded dataset | H | 20240827141729NAL0006138435001 |
| 2023 | Vanguard 100 Fixed Income Managed Trust Fund | not reported in the loaded dataset | H | 20240827142624NAL0006146899001 |
| 2023 | Vanguard 20/80 Conservative Managed Trust Fund | not reported in the loaded dataset | H | 20240827150206NAL0010745857001 |
| 2023 | Vanguard 40/60 Moderate Managed Trust Fund | not reported in the loaded dataset | H | 20240828150026NAL0011958417001 |
| 2023 | Vanguard 60/40 Moderate Aggressive Managed Trust Fund | not reported in the loaded dataset | H | 20240828150433NAL0012288513001 |
| 2023 | Vanguard 70/30 Moderate Aggressive Growth Managed Trust Fund | not reported in the loaded dataset | H | 20240828150822NAL0011966657001 |