The Hartford Retirement Plan For U.S. Employees — Form 5500 plan (The Hartford Financial Services Group, 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, The Hartford Retirement Plan For U.S. Employees is a benefit plan reported by The Hartford Financial Services Group, Inc. under EIN 13-3317783 and plan number 001. The latest loaded filing year is 2023. The filing reports 21,672 participants and $3,580,099,386 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Hartford Financial Services Group, Inc.
- EIN
- 13-3317783
- Plan number
- 001
- Plan type
- 2
- Location
- Hartford, CT
- Latest filing year
- 2023
- Participants
- 21,672
- End-of-year plan assets
- $3,580,099,386
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 21,672 | H, C | 20241014085956NAL0013031571001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,580,099,386
- Total liabilities (EOY)
- $514,754
- Net assets (EOY)
- $3,579,584,632
- Net assets (BOY)
- $3,541,836,448
Income & contributions
- Employer contributions
- $0
- Total contributions
- $0
- Total income / additions
- $254,842,068
Expenses & distributions
- Benefits paid
- $203,239,739
- Administrative expenses
- $13,854,145
- Total expenses
- $217,093,884
- Net increase / (decrease)
- $37,748,184
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hartford Fire Insurance | PARTY IN INTEREST | $13,048,487 | not reported in the loaded dataset | 2023 |
| Fmr LLC | NONE | $1,128,607 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $577,471 | not reported in the loaded dataset | 2023 |
| Mercer Investment Management | NONE | $308,516 | not reported in the loaded dataset | 2023 |
| Bchr Us Acquisitions Inc | NONE | $150,048 | not reported in the loaded dataset | 2023 |
| J.P. Morgan Imvestment Management | NONE | $75,973 | not reported in the loaded dataset | 2023 |
| The Prudential Insurance | NONE | $7,124 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Hartford Financial Services Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Hartford, CT
- Hartford Fire Insurance — Schedule C compensation
- Fmr LLC — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Mercer Investment Management — Schedule C compensation
- Bchr Us Acquisitions Inc — Schedule C compensation
- J.P. Morgan Imvestment Management — Schedule C compensation
- The Prudential Insurance — Schedule C compensation