The Hilb Group Operating Company, LLC 401(K) Plan — Form 5500 plan (The Hilb Group Operating Company, LLC)
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 Hilb Group Operating Company, LLC 401(K) Plan is a benefit plan reported by The Hilb Group Operating Company, LLC under EIN 47-1098088 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,213 participants and $141,942,858 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$141.9MPlan net assets, end of year$141,942,858
Participants2.2KCovered participants reported2,213
Assets / participant$64.1KComputed: assets ÷ participants$64,140 (computed)
Provider compensation$243.3K2 Schedule C provider row(s)$243,252
- Plan sponsor
- The Hilb Group Operating Company, LLC
- EIN
- 47-1098088
- Plan number
- 001
- Plan type
- 2
- Location
- Richmond, VA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,213 | H, C | 20241015165501NAL0029179057014 |
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)$141.9M total assets
Net assets$141.9MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $141,942,858
- Net assets (EOY)
- $141,942,858
- Net assets (BOY)
- $101,592,748
Income & contributions
- Employer contributions
- $6,522,222
- Participant contributions
- $16,644,698
- Total contributions
- $29,612,054
- Total income / additions
- $48,854,435
Expenses & distributions
- Benefits paid
- $8,225,169
- Administrative expenses
- $243,326
- Total expenses
- $8,504,325
- Net increase / (decrease)
- $40,350,110
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.
28%72%
Employer 28%Participant 72%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $192,292 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group LLC | NONE | $50,960 | not reported in the loaded dataset | 2023 |