2023 Form 5500 filing — Employee'S Retirement Plan Of Hella Usa
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 20251015153811NAL0005303921001) for Employee'S Retirement Plan Of Hella Usa, reported by Hella Corporate Center Usa, Inc. under EIN 37-1048208 and plan number 004. It reports 996 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251015153811NAL0005303921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hella Corporate Center Usa, Inc.
- EIN
- 37-1048208
- Plan number
- 004
- Location
- Northville, MI
- Participants
- 996
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,577,971
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,577,971
- Employer contributions
- $2,637,058
- Participant contributions
- $4,418,616
- Total income / additions
- $18,354,193
- Benefits paid
- $13,048,677
- Administrative expenses
- $236,167
- Total expenses
- $13,364,266
- Net increase / (decrease)
- $4,989,927
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $127,984 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $103,302 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,881 | not reported in the loaded dataset |