2023 Form 5500 filing — Hoffmaster Group Consolidated 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 20241008172729NAL0009935299001) for Hoffmaster Group Consolidated Pension Plan, reported by Hoffmaster Group, Inc. under EIN 20-3642844 and plan number 009. It reports 232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008172729NAL0009935299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hoffmaster Group, Inc.
- EIN
- 20-3642844
- Plan number
- 009
- Location
- Oshkosh, WI
- Participants
- 232
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,952,737
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,952,737
- Employer contributions
- $393,000
- Total income / additions
- $1,495,257
- Benefits paid
- $598,926
- Administrative expenses
- $314,221
- Total expenses
- $913,147
- Net increase / (decrease)
- $582,110
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting, Inc. | ACTUARY | $117,961 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $50,820 | not reported in the loaded dataset |
| Bmo Harris Bank N.A. | NONE | $21,490 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | ACCOUNTANT | $15,750 | not reported in the loaded dataset |
| Alight Solutions LLC | NONE | $3,300 | not reported in the loaded dataset |