2023 Form 5500 filing — Hunter Fan Company 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 20241011164326NAL0012767811001) for Hunter Fan Company Pension Plan, reported by Hunter Fan Company under EIN 62-1218702 and plan number 001. It reports 399 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011164326NAL0012767811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hunter Fan Company
- EIN
- 62-1218702
- Plan number
- 001
- Location
- Cordova, TN
- Participants
- 399
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,785,765
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,785,765
- Total income / additions
- $2,916,415
- Benefits paid
- $1,116,782
- Administrative expenses
- $107,799
- Total expenses
- $1,224,581
- Net increase / (decrease)
- $1,691,834
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global | INVESTMENT ADVISORY | $48,842 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $20,075 | $0 |