2023 Form 5500 filing — Harley-Davidson Retirement 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 20241003150021NAL0005800291001) for Harley-Davidson Retirement Plan, reported by Harley-Davidson Motor Company, Inc under EIN 39-1972791 and plan number 001. It reports 8,094 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003150021NAL0005800291001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harley-Davidson Motor Company, Inc
- EIN
- 39-1972791
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 8,094
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,912,240,682
- Total liabilities (EOY)
- $4,242,930
- Net assets (EOY)
- $1,907,997,752
- Total income / additions
- $204,632,702
- Benefits paid
- $105,877,837
- Administrative expenses
- $5,793,692
- Total expenses
- $111,771,253
- Net increase / (decrease)
- $92,861,449
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Towers Watson | NONE | $967,231 | not reported in the loaded dataset |
| Pacific Investment Mngmt | NONE | $542,785 | not reported in the loaded dataset |
| Loomis Sayles Cogeneva | NONE | $498,769 | not reported in the loaded dataset |
| Earnst Partners | NONE | $402,178 | not reported in the loaded dataset |
| Bmo Bank Na | NONE | $399,966 | not reported in the loaded dataset |
| Metlife Investment Management | NONE | $367,098 | not reported in the loaded dataset |
| Robert W. Baird | NONE | $359,792 | not reported in the loaded dataset |
| Nisa Investment Advisors, LLC | NONE | $310,907 | not reported in the loaded dataset |
| Geneva Capital Management Ltd | NONE | $250,089 | not reported in the loaded dataset |
| Thompson Siegel & Walmsley | NONE | $244,164 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | NONE | $213,702 | not reported in the loaded dataset |
| Weatherbie Capital LLC | NONE | $172,495 | not reported in the loaded dataset |
| Mercer Human Resource Consulting | NONE | $170,000 | not reported in the loaded dataset |
| Rhumbline | NONE | $75,109 | not reported in the loaded dataset |