Heidelberg Materials Us Employee Savings Plan — Form 5500 plan (Hm Us Services, 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, Heidelberg Materials Us Employee Savings Plan is a benefit plan reported by Hm Us Services, LLC under EIN 81-4086708 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,998 participants and $181,907,456 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$181.9MPlan net assets, end of year$181,907,456
Participants2KCovered participants reported1,998
Assets / participant$91KComputed: assets ÷ participants$91,045 (computed)
Provider compensation$228.5K3 Schedule C provider row(s)$228,521
- Plan sponsor
- Hm Us Services, LLC
- EIN
- 81-4086708
- Plan number
- 005
- Plan type
- 2
- Location
- Irving, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,998 | H, C | 20241015152126NAL0016734883001 |
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)$181.9M total assets
Net assets$181.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $181,907,456
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $181,907,456
- Net assets (BOY)
- $163,057,884
Income & contributions
- Employer contributions
- $4,832,256
- Participant contributions
- $6,034,447
- Total contributions
- $11,106,331
- Total income / additions
- $37,064,680
Expenses & distributions
- Benefits paid
- $17,206,149
- Administrative expenses
- $229,746
- Total expenses
- $17,635,731
- Net increase / (decrease)
- $19,428,949
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $94,468 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $67,118 | not reported in the loaded dataset | 2023 |
| Kong,Joy | NONE | $66,935 | not reported in the loaded dataset | 2023 |