2023 Form 5500 filing — Amended Employees' Pension And Investment Plan Of The Hunt Corporation And Related Companies
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 20240930125011NAL0009409424001) for Amended Employees' Pension And Investment Plan Of The Hunt Corporation And Related Companies, reported by Aecom under EIN 47-1336341 and plan number 201. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930125011NAL0009409424001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aecom
- EIN
- 47-1336341
- Plan number
- 201
- Location
- Dallas, TX
- Participants
- 276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,770,812
- Total liabilities (EOY)
- $118,309
- Net assets (EOY)
- $8,652,503
- Employer contributions
- $355,000
- Total income / additions
- $1,344,431
- Benefits paid
- $400,948
- Administrative expenses
- $387,805
- Total expenses
- $788,753
- Net increase / (decrease)
- $555,678
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | NONE | $216,783 | not reported in the loaded dataset |
| Eide Bailly | NONE | $15,900 | not reported in the loaded dataset |
| Angeles Investment Advisors, LLC | NONE | $14,211 | not reported in the loaded dataset |
| Winston & Strawn Llp | NONE | $9,664 | not reported in the loaded dataset |
| U.S. Bank | TRUSTEE | $9,577 | not reported in the loaded dataset |