2023 Form 5500 filing — The Hilb Group Operating Company, LLC 401(K) 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 20241015165501NAL0029179057014) for The Hilb Group Operating Company, LLC 401(K) Plan, reported by The Hilb Group Operating Company, LLC under EIN 47-1098088 and plan number 001. It reports 2,213 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)$141.9MReported net assets$141,942,858
Participants2.2K2,213
Provider compensation$243.3K2 Schedule C row(s)$243,252
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015165501NAL0029179057014
- Plan sponsor
- The Hilb Group Operating Company, LLC
- EIN
- 47-1098088
- Plan number
- 001
- Location
- Richmond, VA
- 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)$141.9M total assets
Net assets$141.9MLiabilities—
Full reported line items
- Total assets (EOY)
- $141,942,858
- Net assets (EOY)
- $141,942,858
- Employer contributions
- $6,522,222
- Participant contributions
- $16,644,698
- Total income / additions
- $48,854,435
- Benefits paid
- $8,225,169
- Administrative expenses
- $243,326
- Total expenses
- $8,504,325
- Net increase / (decrease)
- $40,350,110
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $192,292 | not reported in the loaded dataset |
| Sageview Advisory Group LLC | NONE | $50,960 | not reported in the loaded dataset |