Herbalife International Of America, Inc. Employees 401(K) Profit Sharing — Form 5500 plan (Herbalife International Of America, 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, Herbalife International Of America, Inc. Employees 401(K) Profit Sharing is a benefit plan reported by Herbalife International Of America, Inc. under EIN 95-3954565 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,551 participants and $377,488,967 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Herbalife International Of America, Inc.
EIN
95-3954565
Plan number
001
Plan type
2
Location
Torrance, CA
Latest filing year
2023
Participants
3,551
End-of-year plan assets
$377,488,967

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,551H, C20241007164120NAL0027993968001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$377,488,967
Total liabilities (EOY)
$0
Net assets (EOY)
$377,488,967
Net assets (BOY)
$322,046,265

Income & contributions

Employer contributions
$9,976,602
Participant contributions
$21,482,803
Total contributions
$33,221,167
Total income / additions
$92,925,997

Expenses & distributions

Benefits paid
$37,163,474
Administrative expenses
$319,821
Total expenses
$37,483,295
Net increase / (decrease)
$55,442,702

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$249,216$02023
Newport Group ConsultingINVESTMENT ADVISORY$41,250not reported in the loaded dataset2023
MarcumINVESTMENT ADVISORY$29,355not reported in the loaded dataset2023

Related Form 5500 pages