Hunter Douglas Employees' Retirement Plan — Form 5500 plan (Hunter Douglas, Inc.)
Plain-English plan 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, Hunter Douglas Employees' Retirement Plan is a benefit plan reported by Hunter Douglas, Inc. under EIN 13-2614416 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,269 participants and $151,514,076 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hunter Douglas, Inc.
- EIN
- 13-2614416
- Plan number
- 002
- Plan type
- 2
- Location
- Broomfield, CO
- Latest filing year
- 2023
- Participants
- 2,269
- End-of-year plan assets
- $151,514,076
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,269 | H, C | 20241015141911NAL0029945057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $151,514,076
- Total liabilities (EOY)
- $35,452
- Net assets (EOY)
- $151,478,624
- Net assets (BOY)
- $150,075,645
Income & contributions
- Total contributions
- $0
- Total income / additions
- $10,582,821
Expenses & distributions
- Benefits paid
- $7,895,118
- Administrative expenses
- $1,284,724
- Total expenses
- $9,179,842
- Net increase / (decrease)
- $1,402,979
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Partners Capital Inv Grp, LLC | NONE | $928,025 | not reported in the loaded dataset | 2023 |
| October Three Consulting LLC | NONE | $198,166 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $75,433 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $7,725 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hunter Douglas, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Broomfield, CO
- Partners Capital Inv Grp, LLC — Schedule C compensation
- October Three Consulting LLC — Schedule C compensation
- Bank Of America — Schedule C compensation
- Morgan Stanley — Schedule C compensation