Holcim (Us) Inc. Union 401(K) Plan — Form 5500 plan (Holcim Participations (Us) 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, Holcim (Us) Inc. Union 401(K) Plan is a benefit plan reported by Holcim Participations (Us) Inc. under EIN 54-1527022 and plan number 020. The latest loaded filing year is 2023. The filing reports 1,407 participants and $70,560,729 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Holcim Participations (Us) Inc.
- EIN
- 54-1527022
- Plan number
- 020
- Plan type
- 2
- Location
- Dundee, MI
- Latest filing year
- 2023
- Participants
- 1,407
- End-of-year plan assets
- $70,560,729
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,407 | H, C | 20241014100138NAL0013096755001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,560,729
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,560,729
- Net assets (BOY)
- $58,803,376
Income & contributions
- Employer contributions
- $4,094,915
- Participant contributions
- $4,509,587
- Total contributions
- $8,747,570
- Total income / additions
- $19,255,575
Expenses & distributions
- Benefits paid
- $6,852,391
- Administrative expenses
- $178,839
- Total expenses
- $7,038,410
- Net increase / (decrease)
- $12,217,165
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $60,092 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors | INVESTMENT ADVISOR | $41,035 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $33,977 | not reported in the loaded dataset | 2023 |
| Warner Norcross & Judd | ATTORNEY/LEGAL | $23,037 | not reported in the loaded dataset | 2023 |
| Plante & Moran, Pllc | ACCOUNTANT/AUDITOR | $20,700 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Holcim Participations (Us) Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Dundee, MI
- Fidelity Investments Institutional — Schedule C compensation
- Fiducient Advisors — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Warner Norcross & Judd — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation