2023 Form 5500 filing — Hunt Consolidated, Inc. Fidelity Pension 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 20241004172844NAL0011732033001) for Hunt Consolidated, Inc. Fidelity Pension Plan, reported by Hunt Consolidated, Inc. under EIN 75-1727234 and plan number 001. It reports 1,280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004172844NAL0011732033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hunt Consolidated, Inc.
- EIN
- 75-1727234
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 1,280
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $246,574,479
- Total liabilities (EOY)
- $72,461
- Net assets (EOY)
- $246,502,018
- Total income / additions
- $22,376,333
- Benefits paid
- $21,844,232
- Administrative expenses
- $2,149,614
- Total expenses
- $23,993,846
- Net increase / (decrease)
- -$1,617,513
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Advisory | INVT ADVICE | $469,541 | not reported in the loaded dataset |
| Fid Inv Inst Ops Co | ACTUARY | $292,921 | not reported in the loaded dataset |
| Northern Trust Company | RECORDKEEPER | $203,020 | not reported in the loaded dataset |
| Vaughan Nelson Investment Mgmt In | INV. ADVISORY | $181,097 | not reported in the loaded dataset |
| Hs Management Partners, LLC | INV. ADVISORY | $97,836 | not reported in the loaded dataset |
| Arrowstreet | INV. ADVISORY | $58,689 | not reported in the loaded dataset |
| Whitley Penn Llp | AUDITORS | $43,306 | not reported in the loaded dataset |
| Edgbaston Investment | INV. ADVISORY | $38,380 | not reported in the loaded dataset |
| Marathon | INV. ADVISORY | $33,355 | not reported in the loaded dataset |