2023 Form 5500 filing — Hdr, Inc. Best Plan And Esop
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240710115849NAL0014849569002) for Hdr, Inc. Best Plan And Esop, reported by Hdr, Inc. under EIN 47-0663756 and plan number 007. It reports 14,538 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240710115849NAL0014849569002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hdr, Inc.
- EIN
- 47-0663756
- Plan number
- 007
- Location
- Omaha, NE
- Participants
- 14,538
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,272,854,301
- Net assets (EOY)
- $6,272,854,301
- Employer contributions
- $24,416,178
- Participant contributions
- $149,597,472
- Total income / additions
- $1,707,185,581
- Benefits paid
- $406,403,992
- Administrative expenses
- $1,416,709
- Total expenses
- $408,544,981
- Net increase / (decrease)
- $1,298,640,600
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $780,634 | not reported in the loaded dataset |
| Principal Life Insurance Company | NONE | $215,469 | not reported in the loaded dataset |
| Argent Trust Company | NONE | $185,499 | not reported in the loaded dataset |
| Creative Planning Holdco LLC | NONE | $80,000 | not reported in the loaded dataset |
| Kutak Rock Llp | NONE | $44,572 | not reported in the loaded dataset |
| Ernst & Young Us Llp | NONE | $33,961 | not reported in the loaded dataset |
| Kwmg LLC | NONE | $13,941 | not reported in the loaded dataset |
| Avantax Planning Partners Inc | NONE | $7,946 | not reported in the loaded dataset |
| Creative Planning LLC | NONE | $6,989 | not reported in the loaded dataset |
| Mcadam LLC | NONE | $5,712 | not reported in the loaded dataset |
| Steelpeak Wealth LLC | NONE | $5,191 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $3,493 | $0 |