Hydro-Gear Retirement Plan — Form 5500 plan (Hydro-Gear 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, Hydro-Gear Retirement Plan is a benefit plan reported by Hydro-Gear Limited Partnership under EIN 37-1278894 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,793 participants and $62,161,766 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hydro-Gear Limited Partnership
- EIN
- 37-1278894
- Plan number
- 001
- Plan type
- 2
- Location
- Sullivan, IL
- Latest filing year
- 2023
- Participants
- 1,793
- End-of-year plan assets
- $62,161,766
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,793 | H, C | 20241010135122NAL0020197553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,161,766
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,161,766
- Net assets (BOY)
- $53,359,027
Income & contributions
- Employer contributions
- $2,650,036
- Participant contributions
- $2,723,331
- Total contributions
- $5,853,641
- Total income / additions
- $14,514,656
Expenses & distributions
- Benefits paid
- $5,468,395
- Administrative expenses
- $243,522
- Total expenses
- $5,711,917
- Net increase / (decrease)
- $8,802,739
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $222,594 | $0 | 2023 |
| Smith Moore | BROKER/ADVISER | $0 | $110,664 | 2023 |
| The Lampo Group LLC Dba Smartdollar | CONTRACT ADMIN | $20,928 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hydro-Gear Limited Partnership
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Sullivan, IL
- Empower Annuity Insurance Company — Schedule C compensation
- Smith Moore — Schedule C compensation
- The Lampo Group LLC Dba Smartdollar — Schedule C compensation