2023 Form 5500 filing — Hillerich & Bradsby Co. Thrift 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 20241003145437NAL0020862082001) for Hillerich & Bradsby Co. Thrift Plan, reported by Hillerich & Bradsby Co. under EIN 61-0225940 and plan number 005. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8.3MReported net assets$8,328,810
Participants147
Provider compensation$48.8K3 Schedule C row(s)$48,766
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241003145437NAL0020862082001
- Plan sponsor
- Hillerich & Bradsby Co.
- EIN
- 61-0225940
- Plan number
- 005
- Location
- Louisville, KY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8.3M total assets
Net assets$8.3MLiabilities—
Full reported line items
- Total assets (EOY)
- $8,328,810
- Net assets (EOY)
- $8,328,810
- Employer contributions
- $135,450
- Participant contributions
- $337,403
- Total income / additions
- $1,880,277
- Benefits paid
- $1,002,403
- Administrative expenses
- $31,982
- Total expenses
- $1,034,385
- Net increase / (decrease)
- $845,892
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insur And Annuity | SERVICE PROVIDER | $29,504 | $0 |
| Raymond James & Associates | SERVICE PROVIDER | $0 | $17,362 |
| Retirement Management Services, LLC | THIRD PARTY ADMINISTRATOR | $1,900 | $0 |