2023 Form 5500 filing — Heidelberg Materials Us Suppl Ret Fund 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 20241015152257NAL0056927794001) for Heidelberg Materials Us Suppl Ret Fund Plan, reported by Heidelberg Materials Us Services, LLC under EIN 81-4086708 and plan number 178. It reports 80 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$2.6MReported net assets$2,616,403
Participants80
Provider compensation$501 Schedule C row(s)
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015152257NAL0056927794001
- Plan sponsor
- Heidelberg Materials Us Services, LLC
- EIN
- 81-4086708
- Plan number
- 178
- Location
- Irving, TX
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$2.6M total assets
Net assets$2.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,616,403
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,616,403
- Employer contributions
- $579,638
- Participant contributions
- $0
- Total income / additions
- $935,511
- Benefits paid
- $237,137
- Administrative expenses
- $50
- Total expenses
- $237,187
- Net increase / (decrease)
- $698,324
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $50 | $0 |