The Havi Group Limited Partnership Profit Sharing And Savings Plan — Form 5500 plan (The Havi Group Limited Partnership)
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, The Havi Group Limited Partnership Profit Sharing And Savings Plan is a benefit plan reported by The Havi Group Limited Partnership under EIN 36-3600106 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,600 participants and $321,231,693 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Havi Group Limited Partnership
- EIN
- 36-3600106
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 1,600
- End-of-year plan assets
- $321,231,693
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,600 | H, C | 20240729104025NAL0019232017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $321,231,693
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $321,231,693
- Net assets (BOY)
- $262,954,262
Income & contributions
- Employer contributions
- $10,416,936
- Participant contributions
- $12,879,228
- Total contributions
- $25,570,814
- Total income / additions
- $74,274,783
Expenses & distributions
- Benefits paid
- $15,759,269
- Administrative expenses
- $236,450
- Total expenses
- $15,997,352
- Net increase / (decrease)
- $58,277,431
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $120,414 | $0 | 2023 |
| Aon Investments Usa Inc | INVESTMENT ADVISORY | $84,055 | not reported in the loaded dataset | 2023 |
| Forvis | ACCOUNTANT | $24,230 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group | INVESTMENT ADVISORY | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Havi Group Limited Partnership
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Principal Life Insurance Company — Schedule C compensation
- Aon Investments Usa Inc — Schedule C compensation
- Forvis — Schedule C compensation
- Usi Consulting Group — Schedule C compensation