2023 Form 5500 filing — Here North America, LLC Retirement Savings And Investment 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 20240923163935NAL0011638897001) for Here North America, LLC Retirement Savings And Investment Plan, reported by Here North America, LLC under EIN 77-0080465 and plan number 002. It reports 1,958 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923163935NAL0011638897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Here North America, LLC
- EIN
- 77-0080465
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 1,958
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $423,136,707
- Total liabilities (EOY)
- $1,353
- Net assets (EOY)
- $423,135,354
- Employer contributions
- $4,904,313
- Participant contributions
- $15,397,926
- Total income / additions
- $90,350,893
- Benefits paid
- $42,290,401
- Administrative expenses
- $242,789
- Total expenses
- $42,537,695
- Net increase / (decrease)
- $47,813,198
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $106,842 | $0 |
| Abd Retirement Services, Inc. | INVESTMENT ADVISOR | $85,000 | not reported in the loaded dataset |
| Crowe Llp | ACCOUNTANT/AUDITOR | $28,350 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $24,102 | not reported in the loaded dataset |