2023 Form 5500 filing — Retiree Medical Plan For John Hancock Retirees And Specialty Retirees
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 20241014204612NAL0047462928001) for Retiree Medical Plan For John Hancock Retirees And Specialty Retirees, reported by Henkel Of America, Inc. under EIN 41-1372525 and plan number 503. It reports 328 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)$8.1MReported net assets$8,087,294
Participants328
Provider compensation$5.5K1 Schedule C row(s)$5,480
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014204612NAL0047462928001
- Plan sponsor
- Henkel Of America, Inc.
- EIN
- 41-1372525
- Plan number
- 503
- Location
- Stamford, CT
- 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)$8.1M total assets
Net assets$8.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,087,294
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,087,294
- Total income / additions
- $1,161,694
- Benefits paid
- $385,739
- Administrative expenses
- $5,480
- Total expenses
- $391,219
- Net increase / (decrease)
- $770,475
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Matrix Trust Company | NONE | $5,480 | $0 |