2023 Form 5500 filing — The 401(K) Retirement Plan Of Heidelberg Materials Us
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 20241015152215NAL0030148385001) for The 401(K) Retirement Plan Of Heidelberg Materials Us, reported by Hm Us Services, LLC under EIN 81-4086708 and plan number 016. It reports 6,517 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152215NAL0030148385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hm Us Services, LLC
- EIN
- 81-4086708
- Plan number
- 016
- Location
- Irving, TX
- Participants
- 6,517
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $747,676,687
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $747,676,687
- Employer contributions
- $27,133,029
- Participant contributions
- $27,362,797
- Total income / additions
- $167,368,516
- Benefits paid
- $97,719,213
- Administrative expenses
- $751,072
- Total expenses
- $98,777,313
- Net increase / (decrease)
- $68,591,203
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $393,417 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | NONE | $319,430 | $0 |
| Kong,Joy | NONE | $34,485 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | NONE | $1,200 | not reported in the loaded dataset |