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, Hotchkiss Insurance Managers, LLC 401(K) Plan is a benefit plan reported by Hotchkiss Insurance Managers under EIN 90-0341290 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $20,131,728 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,131,728
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,131,728
- Net assets (BOY)
- $16,648,928
Income & contributions
- Employer contributions
- $266,247
- Participant contributions
- $1,281,452
- Total contributions
- $1,895,627
- Total income / additions
- $4,385,507
Expenses & distributions
- Benefits paid
- $853,796
- Administrative expenses
- $48,911
- Total expenses
- $902,707
- Net increase / (decrease)
- $3,482,800