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Original filing (PDF)20250410151313NAL0011860019001
THE H.T. HACKNEY CO.
Form 5500
FILING_RECEIVED
THE H.T. HACKNEY CO. FLEXIBLE BENEFITS PLAN
Health & welfare plan
Signals · 2
~1469 bps in Sched C feesNo recordkeeper disclosed
Active participants
2,392
Accounts w/ balance
—
Plan assets (EOY)
$8.0M
Net assets (EOY)
$6.3M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 1469 bps in Schedule C fees — 2725% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE H.T. HACKNEY CO..
Plan sponsor
Name
THE H.T. HACKNEY CO.
EIN
62-0222535
Address
PO BOX 238 · KNOXVILLE, TN · 37901
Phone
(865) 546-1291
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
504
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-10
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
PUGH CPA'S
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | 36-4291971 | — | BROKER | $29K | — |
| WILLIS TOWERS WATSON SOUTHEAST, INC | 62-1404453 | — | BROKER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. | 41-1289245 | — | CLAIMS PROCESSOR | $1.1M | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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