Plan5500

Heico Savings And Investment Plan — Form 5500 plan (Heico Corporation)

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, Heico Savings And Investment Plan is a benefit plan reported by Heico Corporation under EIN 65-0341002 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,719 participants and $842,654,171 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heico Corporation
EIN
65-0341002
Plan number
001
Plan type
2
Location
Hollywood, FL
Latest filing year
2023
Participants
6,719
End-of-year plan assets
$842,654,171

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,719H, C20240729150747NAL0030089648001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$842,654,171
Total liabilities (EOY)
$0
Net assets (EOY)
$842,654,171
Net assets (BOY)
$701,086,362

Income & contributions

Employer contributions
$15,643,809
Participant contributions
$29,053,894
Total contributions
$75,058,141
Total income / additions
$200,186,570

Expenses & distributions

Benefits paid
$58,322,935
Administrative expenses
$295,826
Total expenses
$58,618,761
Net increase / (decrease)
$141,567,809

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER-$33,247$02023

Related Form 5500 pages