The Huron Retirement Savings & Investment Plan For Employees Represented By Uaw Local 9699 — Form 5500 plan (Huron, 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, The Huron Retirement Savings & Investment Plan For Employees Represented By Uaw Local 9699 is a benefit plan reported by Huron, Inc. under EIN 38-2546791 and plan number 004. The latest loaded filing year is 2023. The filing reports 340 participants and $7,406,817 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.4MPlan net assets, end of year$7,406,817
Participants340Covered participants reported
Assets / participant$21.8KComputed: assets ÷ participants$21,785 (computed)
Provider compensation$41.4K3 Schedule C provider row(s)$41,414
Plan sponsor
Huron, Inc.
EIN
38-2546791
Plan number
004
Plan type
2
Location
Lexington, MI
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    340 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.4M total assets
Net assets$7.4MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$467.4K
Benefits paid / distributions$413.3K
Contributions
Employer$270.9K
Participant$346.8K
Full reported line items

Net assets

Total assets (EOY)
$7,406,817
Total liabilities (EOY)
$0
Net assets (EOY)
$7,406,817
Net assets (BOY)
$6,235,028

Income & contributions

Employer contributions
$270,946
Participant contributions
$346,820
Total contributions
$617,766
Total income / additions
$1,567,908

Expenses & distributions

Benefits paid
$413,328
Administrative expenses
$38,889
Total expenses
$467,387
Net increase / (decrease)
$1,100,521
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 44%Participant 56%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    RECORDKEEPER · Direct $22K · Indirect $0
  2. 2
    OTHER · Direct $19.3K
  3. 3
    INVESTMENT MGMT · Direct $70

Related Form 5500 pages