Group Insurance Plan For Retired Bargaining Unit Employees Of Harley Davidson Motor Company Group, Inc. — Form 5500 plan (Harley-Davidson Motor Company, 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, Group Insurance Plan For Retired Bargaining Unit Employees Of Harley Davidson Motor Company Group, Inc. is a benefit plan reported by Harley-Davidson Motor Company, Inc. under EIN 39-1972791 and plan number 508. The latest loaded filing year is 2023. The filing reports 3,104 participants and $220,107,734 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harley-Davidson Motor Company, Inc.
- EIN
- 39-1972791
- Plan number
- 508
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 3,104
- End-of-year plan assets
- $220,107,734
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,104 | H, C | 20241009072255NAL0018847313003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $220,107,734
- Total liabilities (EOY)
- $74,960
- Net assets (EOY)
- $220,032,774
- Net assets (BOY)
- $201,137,592
Income & contributions
- Participant contributions
- $1,759,713
- Total contributions
- $1,759,713
- Total income / additions
- $30,995,338
Expenses & distributions
- Benefits paid
- $11,310,918
- Administrative expenses
- $789,238
- Total expenses
- $12,100,156
- Net increase / (decrease)
- $18,895,182
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Johnston Asset Management | NONE | $199,195 | not reported in the loaded dataset | 2023 |
| United Healthcare | NONE | $144,722 | not reported in the loaded dataset | 2023 |
| Thompson, Siegel & Walmsey | NONE | $85,370 | not reported in the loaded dataset | 2023 |
| Geneva Capital Management, Ltd. | NONE | $79,941 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank | NONE | $53,443 | not reported in the loaded dataset | 2023 |
| Ir&M Core Bond Fund Ii LLC | NONE | $46,104 | not reported in the loaded dataset | 2023 |
| Towers Watson Delaware, Inc. | NONE | $33,386 | not reported in the loaded dataset | 2023 |
| Silvercrest Asset Management | NONE | $23,886 | not reported in the loaded dataset | 2023 |
| Mercer Human Resource Consulting | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Rhumbline Advisers | NONE | $14,123 | not reported in the loaded dataset | 2023 |
| Crow Holdings Realty Partner Viii-A | NONE | $8,108 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Harley-Davidson Motor Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Johnston Asset Management — Schedule C compensation
- United Healthcare — Schedule C compensation
- Thompson, Siegel & Walmsey — Schedule C compensation
- Geneva Capital Management, Ltd. — Schedule C compensation
- Bmo Harris Bank — Schedule C compensation
- Ir&M Core Bond Fund Ii LLC — Schedule C compensation
- Towers Watson Delaware, Inc. — Schedule C compensation
- Silvercrest Asset Management — Schedule C compensation
- Mercer Human Resource Consulting — Schedule C compensation
- Rhumbline Advisers — Schedule C compensation
- Crow Holdings Realty Partner Viii-A — Schedule C compensation