2023 Form 5500 filing — Corry Jamestown And Holga Pension Plan B
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 20241003182452NAL0006008963001) for Corry Jamestown And Holga Pension Plan B, reported by Hni Corporation under EIN 42-0617510 and plan number 014. It reports 338 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003182452NAL0006008963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hni Corporation
- EIN
- 42-0617510
- Plan number
- 014
- Location
- Muscatine, IA
- Participants
- 338
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,760,090
- Total liabilities (EOY)
- $3,192
- Net assets (EOY)
- $5,756,898
- Employer contributions
- $310,576
- Total income / additions
- $752,408
- Benefits paid
- $626,662
- Administrative expenses
- $226,733
- Total expenses
- $853,395
- Net increase / (decrease)
- -$100,987
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | N/A | $53,351 | $0 |
| Capfinancial Partners Ll | N/A | $22,498 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | N/A | $16,805 | not reported in the loaded dataset |
| Fidelity Institutional | N/A | $14,500 | not reported in the loaded dataset |
| Economic Group Pension | N/A | $9,555 | not reported in the loaded dataset |