Hubergroup Usa, Inc. 401(K) Thrift Plan — Form 5500 plan (Hubergroup Usa, 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, Hubergroup Usa, Inc. 401(K) Thrift Plan is a benefit plan reported by Hubergroup Usa, Inc. under EIN 36-4345757 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $12,858,544 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hubergroup Usa, Inc.
- EIN
- 36-4345757
- Plan number
- 001
- Plan type
- 2
- Location
- Rolling Meadows, IL
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $12,858,544
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20241015080423NAL0014222531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,858,544
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,858,544
- Net assets (BOY)
- $13,112,680
Income & contributions
- Employer contributions
- $338,891
- Participant contributions
- $851,364
- Total contributions
- $1,976,122
- Total income / additions
- $3,464,821
Expenses & distributions
- Benefits paid
- $3,671,296
- Administrative expenses
- $47,661
- Total expenses
- $3,718,957
- Net increase / (decrease)
- -$254,136
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group LLC | INVESTMENT MGMT | $23,749 | not reported in the loaded dataset | 2023 |
| Woodbury Financial Services Inc | ADVISOR | $20,162 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $833 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hubergroup Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Rolling Meadows, IL
- Empower Advisory Group LLC — Schedule C compensation
- Woodbury Financial Services Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation