Hunt Consolidated, Inc. Fidelity Pension Plan — Form 5500 plan (Hunt Consolidated, 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, Hunt Consolidated, Inc. Fidelity Pension Plan is a benefit plan reported by Hunt Consolidated, Inc. under EIN 75-1727234 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,280 participants and $246,574,479 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hunt Consolidated, Inc.
- EIN
- 75-1727234
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 1,280
- End-of-year plan assets
- $246,574,479
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,280 | H, C | 20241004172844NAL0011732033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $246,574,479
- Total liabilities (EOY)
- $72,461
- Net assets (EOY)
- $246,502,018
- Net assets (BOY)
- $248,119,531
Income & contributions
- Total contributions
- $0
- Total income / additions
- $22,376,333
Expenses & distributions
- Benefits paid
- $21,844,232
- Administrative expenses
- $2,149,614
- Total expenses
- $23,993,846
- Net increase / (decrease)
- -$1,617,513
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Investment Advisory | INVT ADVICE | $469,541 | not reported in the loaded dataset | 2023 |
| Fid Inv Inst Ops Co | ACTUARY | $292,921 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | RECORDKEEPER | $203,020 | not reported in the loaded dataset | 2023 |
| Vaughan Nelson Investment Mgmt In | INV. ADVISORY | $181,097 | not reported in the loaded dataset | 2023 |
| Hs Management Partners, LLC | INV. ADVISORY | $97,836 | not reported in the loaded dataset | 2023 |
| Arrowstreet | INV. ADVISORY | $58,689 | not reported in the loaded dataset | 2023 |
| Whitley Penn Llp | AUDITORS | $43,306 | not reported in the loaded dataset | 2023 |
| Edgbaston Investment | INV. ADVISORY | $38,380 | not reported in the loaded dataset | 2023 |
| Marathon | INV. ADVISORY | $33,355 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hunt Consolidated, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Cambridge Investment Advisory — Schedule C compensation
- Fid Inv Inst Ops Co — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Vaughan Nelson Investment Mgmt In — Schedule C compensation
- Hs Management Partners, LLC — Schedule C compensation
- Arrowstreet — Schedule C compensation
- Whitley Penn Llp — Schedule C compensation
- Edgbaston Investment — Schedule C compensation
- Marathon — Schedule C compensation