Hoffmaster Group Consolidated Pension Plan — Form 5500 plan (Hoffmaster Group, 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, Hoffmaster Group Consolidated Pension Plan is a benefit plan reported by Hoffmaster Group, Inc. under EIN 20-3642844 and plan number 009. The latest loaded filing year is 2023. The filing reports 232 participants and $7,952,737 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hoffmaster Group, Inc.
- EIN
- 20-3642844
- Plan number
- 009
- Plan type
- 2
- Location
- Oshkosh, WI
- Latest filing year
- 2023
- Participants
- 232
- End-of-year plan assets
- $7,952,737
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 232 | H, C | 20241008172729NAL0009935299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,952,737
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,952,737
- Net assets (BOY)
- $7,370,627
Income & contributions
- Employer contributions
- $393,000
- Total contributions
- $393,000
- Total income / additions
- $1,495,257
Expenses & distributions
- Benefits paid
- $598,926
- Administrative expenses
- $314,221
- Total expenses
- $913,147
- Net increase / (decrease)
- $582,110
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting, Inc. | ACTUARY | $117,961 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $50,820 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank N.A. | NONE | $21,490 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | ACCOUNTANT | $15,750 | not reported in the loaded dataset | 2023 |
| Alight Solutions LLC | NONE | $3,300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hoffmaster Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Oshkosh, WI
- Aon Consulting, Inc. — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Bmo Harris Bank N.A. — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Alight Solutions LLC — Schedule C compensation