2023 Form 5500 filing — Hbc 401(K) Retirement Savings 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 20241009094912NAL0037398690001) for Hbc 401(K) Retirement Savings Plan, reported by Hbc Us Holdings LLC under EIN 99-0372181 and plan number 001. It reports 12,120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009094912NAL0037398690001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hbc Us Holdings LLC
- EIN
- 99-0372181
- Plan number
- 001
- Location
- New York, NY
- Participants
- 12,120
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $526,823,699
- Total liabilities (EOY)
- $243,270
- Net assets (EOY)
- $526,580,429
- Employer contributions
- $2,392,048
- Participant contributions
- $22,004,501
- Total income / additions
- $97,887,463
- Benefits paid
- $68,204,173
- Administrative expenses
- $780,237
- Total expenses
- $68,984,410
- Net increase / (decrease)
- $28,903,053
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $437,850 | $0 |
| Saks & Company LLC | PLAN ADMINISTRATOR | $164,792 | not reported in the loaded dataset |
| Aon Hewitt Investment Consulting In | CONSULTANT | $70,507 | not reported in the loaded dataset |
| Deloitte & Touche Llp | ACCOUNTANT | $51,327 | not reported in the loaded dataset |
| Mcdermott Will & Emery Llp | LEGAL | $26,036 | not reported in the loaded dataset |
| Mercer Investments LLC | CONSULTANT | $25,000 | not reported in the loaded dataset |
| Cbiz East Inc | ACCOUNTING | $4,725 | not reported in the loaded dataset |