Hawkeye Pension Plan — Form 5500 plan (Hawkeye Insurance Association)
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, Hawkeye Pension Plan is a benefit plan reported by Hawkeye Insurance Association under EIN 42-1438152 and plan number 001. The latest loaded filing year is 2023. The filing reports 900 participants and $114,991,303 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawkeye Insurance Association
- EIN
- 42-1438152
- Plan number
- 001
- Plan type
- 3
- Location
- Urbandale, IA
- Latest filing year
- 2023
- Participants
- 900
- End-of-year plan assets
- $114,991,303
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 900 | H, C | 20250408090349NAL0011025123001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $114,991,303
- Total liabilities (EOY)
- $1,592
- Net assets (EOY)
- $114,989,711
- Net assets (BOY)
- $100,628,268
Income & contributions
- Employer contributions
- $11,514,738
- Participant contributions
- $1,340,931
- Total contributions
- $12,855,669
- Total income / additions
- $23,888,007
Expenses & distributions
- Benefits paid
- $9,232,669
- Administrative expenses
- $293,895
- Total expenses
- $9,526,564
- Net increase / (decrease)
- $14,361,443
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman | NONE | $120,740 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors | NONE | $78,044 | not reported in the loaded dataset | 2023 |
| Spencer Fane LLC | NONE | $33,519 | not reported in the loaded dataset | 2023 |
| Principal | NONE | $25,353 | not reported in the loaded dataset | 2023 |
| Uhy, Llp | NONE | $21,375 | not reported in the loaded dataset | 2023 |
| Utz And Lattan | NONE | $14,864 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hawkeye Insurance Association
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Urbandale, IA
- Milliman — Schedule C compensation
- Fiducient Advisors — Schedule C compensation
- Spencer Fane LLC — Schedule C compensation
- Principal — Schedule C compensation
- Uhy, Llp — Schedule C compensation
- Utz And Lattan — Schedule C compensation