Highlights Family Of Companies Retirement Plan — Form 5500 plan (Highlights For Children, 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, Highlights Family Of Companies Retirement Plan is a benefit plan reported by Highlights For Children, Inc. under EIN 31-4358280 and plan number 001. The latest loaded filing year is 2023. The filing reports 697 participants and $69,159,532 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Highlights For Children, Inc.
- EIN
- 31-4358280
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 697
- End-of-year plan assets
- $69,159,532
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 697 | H, C | 20241008082808NAL0016332977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,159,532
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,159,532
- Net assets (BOY)
- $65,744,720
Income & contributions
- Employer contributions
- $1,685,888
- Participant contributions
- $4,223,346
- Total contributions
- $6,791,565
- Total income / additions
- $16,801,632
Expenses & distributions
- Benefits paid
- $13,290,267
- Administrative expenses
- $96,553
- Total expenses
- $13,386,820
- Net increase / (decrease)
- $3,414,812
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $40,365 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset | 2023 |
| Clark Schaefer Hackett | ACCOUNTANT/AUDITOR | $16,189 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Highlights For Children, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Fidelity Investments Institutional — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Clark Schaefer Hackett — Schedule C compensation