2023 Form 5500 filing — Horizon Air Savings Investment 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 20241010173411NAL0020630657001) for Horizon Air Savings Investment Plan, reported by Horizon Air Industries, Inc. under EIN 91-1201373 and plan number 002. It reports 8,011 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$566.3MReported net assets$566,284,348
Participants8K8,011
Provider compensation$465.1K4 Schedule C row(s)$465,104
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010173411NAL0020630657001
- Plan sponsor
- Horizon Air Industries, Inc.
- EIN
- 91-1201373
- Plan number
- 002
- Location
- Seattle, WA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$566.3M total assets
Net assets$566.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $566,284,348
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $566,284,348
- Employer contributions
- $12,161,548
- Participant contributions
- $15,278,138
- Total income / additions
- $113,226,210
- Benefits paid
- $67,837,781
- Administrative expenses
- $460,249
- Total expenses
- $68,489,386
- Net increase / (decrease)
- $44,736,824
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $225,641 | $0 |
| Vanguard Advisers Inc. | NONE | $224,117 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $15,248 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $98 | $0 |