Hbc 401(K) Retirement Savings Plan — Form 5500 plan (Hbc Us Holdings 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, Hbc 401(K) Retirement Savings Plan is a benefit plan reported by Hbc Us Holdings LLC under EIN 99-0372181 and plan number 001. The latest loaded filing year is 2023. The filing reports 12,120 participants and $526,823,699 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hbc Us Holdings LLC
- EIN
- 99-0372181
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 12,120
- End-of-year plan assets
- $526,823,699
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,120 | H, C | 20241009094912NAL0037398690001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $526,823,699
- Total liabilities (EOY)
- $243,270
- Net assets (EOY)
- $526,580,429
- Net assets (BOY)
- $497,677,376
Income & contributions
- Employer contributions
- $2,392,048
- Participant contributions
- $22,004,501
- Total contributions
- $26,027,349
- Total income / additions
- $97,887,463
Expenses & distributions
- Benefits paid
- $68,204,173
- Administrative expenses
- $780,237
- Total expenses
- $68,984,410
- Net increase / (decrease)
- $28,903,053
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $437,850 | $0 | 2023 |
| Saks & Company LLC | PLAN ADMINISTRATOR | $164,792 | not reported in the loaded dataset | 2023 |
| Aon Hewitt Investment Consulting In | CONSULTANT | $70,507 | not reported in the loaded dataset | 2023 |
| Deloitte & Touche Llp | ACCOUNTANT | $51,327 | not reported in the loaded dataset | 2023 |
| Mcdermott Will & Emery Llp | LEGAL | $26,036 | not reported in the loaded dataset | 2023 |
| Mercer Investments LLC | CONSULTANT | $25,000 | not reported in the loaded dataset | 2023 |
| Cbiz East Inc | ACCOUNTING | $4,725 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hbc Us Holdings LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Merrill Lynch, Pierce, Fenner And S — Schedule C compensation
- Saks & Company LLC — Schedule C compensation
- Aon Hewitt Investment Consulting In — Schedule C compensation
- Deloitte & Touche Llp — Schedule C compensation
- Mcdermott Will & Emery Llp — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- Cbiz East Inc — Schedule C compensation