Horizon Air Savings Investment Plan — Form 5500 plan (Horizon Air Industries, 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, Horizon Air Savings Investment Plan is a benefit plan reported by Horizon Air Industries, Inc. under EIN 91-1201373 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,011 participants and $566,284,348 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Horizon Air Industries, Inc.
- EIN
- 91-1201373
- Plan number
- 002
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 8,011
- End-of-year plan assets
- $566,284,348
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,011 | H, C | 20241010173411NAL0020630657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $566,284,348
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $566,284,348
- Net assets (BOY)
- $524,362,799
Income & contributions
- Employer contributions
- $12,161,548
- Participant contributions
- $15,278,138
- Total contributions
- $28,933,159
- Total income / additions
- $113,226,210
Expenses & distributions
- Benefits paid
- $67,837,781
- Administrative expenses
- $460,249
- Total expenses
- $68,489,386
- Net increase / (decrease)
- $44,736,824
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $225,641 | $0 | 2023 |
| Vanguard Advisers Inc. | NONE | $224,117 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $15,248 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $98 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Horizon Air Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- The Vanguard Group, Inc. — Schedule C compensation
- Vanguard Advisers Inc. — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation