Hensel Phelps Hourly Retirement Plan — Form 5500 plan (Hensel Phelps)
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, Hensel Phelps Hourly Retirement Plan is a benefit plan reported by Hensel Phelps under EIN 84-0876644 and plan number 070. The latest loaded filing year is 2023. The filing reports 812 participants and $58,660,079 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hensel Phelps
- EIN
- 84-0876644
- Plan number
- 070
- Plan type
- 2
- Location
- Greeley, CO
- Latest filing year
- 2023
- Participants
- 812
- End-of-year plan assets
- $58,660,079
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 812 | H, C | 20241002112243NAL0008197553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,660,079
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,660,079
- Net assets (BOY)
- $38,311,724
Income & contributions
- Employer contributions
- $3,064,211
- Participant contributions
- $460,120
- Total contributions
- $3,528,989
- Total income / additions
- $8,289,728
Expenses & distributions
- Benefits paid
- $2,760,901
- Administrative expenses
- $38,262
- Total expenses
- $2,799,163
- Net increase / (decrease)
- $5,490,565
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $28,628 | $0 | 2023 |
| Kestra Advisory Services LLC | NONE | $9,360 | not reported in the loaded dataset | 2023 |