My Savings Plan (Union) — Form 5500 plan (Haier Us Appliance Solutions, 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, My Savings Plan (Union) is a benefit plan reported by Haier Us Appliance Solutions, Inc. under EIN 81-1692501 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,060 participants and $210,876,659 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Haier Us Appliance Solutions, Inc.
- EIN
- 81-1692501
- Plan number
- 002
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 5,060
- End-of-year plan assets
- $210,876,659
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,060 | H, C | 20240923074343NAL0011115393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $210,876,659
- Total liabilities (EOY)
- $14
- Net assets (EOY)
- $210,876,645
- Net assets (BOY)
- $167,321,258
Income & contributions
- Employer contributions
- $13,696,346
- Participant contributions
- $17,689,402
- Total contributions
- $31,748,899
- Total income / additions
- $60,255,108
Expenses & distributions
- Benefits paid
- $17,043,059
- Administrative expenses
- $461,204
- Total expenses
- $17,617,377
- Net increase / (decrease)
- $42,637,731
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $358,336 | not reported in the loaded dataset | 2023 |
| Thompson Hine Llp | ATTORNEY/LEGAL | $48,951 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $37,105 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $16,812 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Haier Us Appliance Solutions, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Fidelity Investments Institutional — Schedule C compensation
- Thompson Hine Llp — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation