Howard Miller - Hekman Defined Benefit Pension Plan — Form 5500 plan (Howard Miller Company)
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, Howard Miller - Hekman Defined Benefit Pension Plan is a benefit plan reported by Howard Miller Company under EIN 38-1258662 and plan number 001. The latest loaded filing year is 2023. The filing reports 371 participants and $25,990,897 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Howard Miller Company
- EIN
- 38-1258662
- Plan number
- 001
- Plan type
- 2
- Location
- Zeeland, MI
- Latest filing year
- 2023
- Participants
- 371
- End-of-year plan assets
- $25,990,897
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 371 | H, C | 20240930105645NAL0003180755001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,990,897
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,990,897
- Net assets (BOY)
- $23,780,838
Income & contributions
- Employer contributions
- $3,700,000
- Total contributions
- $3,700,000
- Total income / additions
- $6,969,351
Expenses & distributions
- Benefits paid
- $4,257,412
- Administrative expenses
- $501,880
- Total expenses
- $4,759,292
- Net increase / (decrease)
- $2,210,059
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $148,675 | $0 | 2023 |
| Watkins Ross | ACTUARY | $27,745 | not reported in the loaded dataset | 2023 |
| Principal Securities Inc | INVESTMENT ADVISORY | $0 | $14,333 | 2023 |
| Hungerford | ACCOUNTANT | $11,300 | not reported in the loaded dataset | 2023 |
| Next Financial Group Inc | INVESTMENT ADVISORY | $0 | $5,851 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Howard Miller Company
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Zeeland, MI
- Principal Life Insurance Company — Schedule C compensation
- Watkins Ross — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Hungerford — Schedule C compensation
- Next Financial Group Inc — Schedule C compensation