2023 Form 5500 filing — The Havi Group Limited Partnership Profit Sharing And Savings Plan
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 20240729104025NAL0019232017001) for The Havi Group Limited Partnership Profit Sharing And Savings Plan, reported by The Havi Group Limited Partnership under EIN 36-3600106 and plan number 001. It reports 1,600 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729104025NAL0019232017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Havi Group Limited Partnership
- EIN
- 36-3600106
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 1,600
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $321,231,693
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $321,231,693
- Employer contributions
- $10,416,936
- Participant contributions
- $12,879,228
- Total income / additions
- $74,274,783
- Benefits paid
- $15,759,269
- Administrative expenses
- $236,450
- Total expenses
- $15,997,352
- Net increase / (decrease)
- $58,277,431
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $120,414 | $0 |
| Aon Investments Usa Inc | INVESTMENT ADVISORY | $84,055 | not reported in the loaded dataset |
| Forvis | ACCOUNTANT | $24,230 | not reported in the loaded dataset |
| Usi Consulting Group | INVESTMENT ADVISORY | $6,000 | not reported in the loaded dataset |