Who sponsors the Heidelberg Materials Us Suppl Ret Fund Plan?

Heidelberg Materials Us Suppl Ret Fund Plan is reported as sponsored by Heidelberg Materials Us Services, LLC (EIN 81-4086708, plan number 178) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Heidelberg Materials Us Suppl Ret Fund Plan?

The latest Form 5500 filing year loaded for Heidelberg Materials Us Suppl Ret Fund Plan is 2023.

How many participants does Heidelberg Materials Us Suppl Ret Fund Plan report?

Heidelberg Materials Us Suppl Ret Fund Plan reports 80 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Heidelberg Materials Us Suppl Ret Fund Plan?

Heidelberg Materials Us Suppl Ret Fund Plan reports $2,616,403 in end-of-year plan assets in its latest loaded Form 5500 filing.

Heidelberg Materials Us Suppl Ret Fund Plan — Form 5500 plan (Heidelberg Materials 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 Suppl Ret Fund Plan is a benefit plan reported by Heidelberg Materials Us Services, LLC under EIN 81-4086708 and plan number 178. The latest loaded filing year is 2023. The filing reports 80 participants and $2,616,403 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.6MPlan net assets, end of year$2,616,403

Participants80Covered participants reported

Assets / participant$32.7KComputed: assets ÷ participants$32,705 (computed)

Provider compensation$501 Schedule C provider row(s)

Plan sponsor: Heidelberg Materials Us Services, LLC
EIN: 81-4086708
Plan number: 178
Plan type: 2
Location: Irving, TX
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	80	I, C	20241015152257NAL0056927794001

Schedule I · 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)$2.6M total assets

Net assets$2.6MLiabilities$0

Money in vs. money out

Total income / additions$935.5K

Total expenses$237.2K

Benefits paid / distributions$237.1K

Contributions

Employer$579.6K

Participant$0

Full reported line items

Net assets

Total assets (EOY): $2,616,403
Total liabilities (EOY): $0
Net assets (EOY): $2,616,403
Net assets (BOY): $1,918,079

Income & contributions

Employer contributions: $579,638
Participant contributions: $0
Total income / additions: $935,511

Expenses & distributions

Benefits paid: $237,137
Administrative expenses: $50
Total expenses: $237,187
Net increase / (decrease): $698,324

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Empower Annuity Insurance Company O	NONE	$50	$0	2023