Plan5500

2023 Form 5500 filing — Glenn O. Hawbaker, Inc. Welfare Benefit 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 20250219113619NAL0007074608001) for Glenn O. Hawbaker, Inc. Welfare Benefit Plan, reported by Glenn O. Hawbaker, Inc. under EIN 25-1150293 and plan number 501. It reports 969 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250219113619NAL0007074608001
Filing year
2023
Form type
2
Plan sponsor
Glenn O. Hawbaker, Inc.
EIN
25-1150293
Plan number
501
Location
State College, PA
Participants
969
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$17,020,591
Total liabilities (EOY)
$182,246
Net assets (EOY)
$16,838,345
Employer contributions
$22,143,140
Participant contributions
$1,879,983
Total income / additions
$25,796,512
Benefits paid
$16,759,634
Administrative expenses
$2,477,848
Total expenses
$19,237,482
Net increase / (decrease)
$6,559,030
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Sun Life Assurance Company Of CanadADMINISTRATION$1,768,963not reported in the loaded dataset
Aetna Life Insurance CompanyCONTRACT ADMINISTRATOR$474,807not reported in the loaded dataset
Gallagher Benefit Services, Inc.CONSULTING SERVICES$116,918not reported in the loaded dataset
Sterling Wellness Solutions, LLCWELLNESS ADMINISTRATOR$85,882not reported in the loaded dataset
Inspira FinancialADMINISTRATION$31,278not reported in the loaded dataset
Optavise, LLCCONSULTING SERVICES$29,135not reported in the loaded dataset

Related Form 5500 pages