2023 Form 5500 filing — Harte Hanks, Inc. Pension Plan Ii
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008123135NAL0029823712001) for Harte Hanks, Inc. Pension Plan Ii, reported by Harte Hanks, Inc. under EIN 74-1677284 and plan number 002. It reports 495 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008123135NAL0029823712001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harte Hanks, Inc.
- EIN
- 74-1677284
- Plan number
- 002
- Location
- Chelmsford, MA
- Participants
- 495
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,871,597
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,871,597
- Employer contributions
- $1,745,000
- Total income / additions
- $5,765,093
- Benefits paid
- $1,803,491
- Administrative expenses
- $558,452
- Total expenses
- $2,361,943
- Net increase / (decrease)
- $3,403,150
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bank Of America Merrill Lynch | INV ADVISOR | $76,391 | $0 |
| Aon Consulting,Inc. | CONSULTANT | $71,895 | not reported in the loaded dataset |
| Loomis Sayles | INV MGMT | $10,975 | not reported in the loaded dataset |
| Mfs Investment | INV MGMT | $10,402 | not reported in the loaded dataset |
| Allspring Mid Cap Value | INV MGMT | $7,456 | not reported in the loaded dataset |
| Blackrock Mcg | INV MGMT | $6,526 | not reported in the loaded dataset |