Herc Rentals Pension Plan — Form 5500 plan (Herc Rentals 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, Herc Rentals Pension Plan is a benefit plan reported by Herc Rentals Inc. under EIN 13-6174127 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,806 participants and $121,008,087 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Herc Rentals Inc.
- EIN
- 13-6174127
- Plan number
- 001
- Plan type
- 2
- Location
- Bonita Springs, FL
- Latest filing year
- 2023
- Participants
- 3,806
- End-of-year plan assets
- $121,008,087
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,806 | H, C | 20241014141224NAL0052618146001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $121,008,087
- Total liabilities (EOY)
- $362,689
- Net assets (EOY)
- $120,645,398
- Net assets (BOY)
- $116,634,492
Income & contributions
- Employer contributions
- $1,741,310
- Total contributions
- $1,741,310
- Total income / additions
- $14,467,402
Expenses & distributions
- Benefits paid
- $7,160,872
- Administrative expenses
- $3,295,624
- Total expenses
- $10,456,496
- Net increase / (decrease)
- $4,010,906
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer | NONE | $570,251 | not reported in the loaded dataset | 2023 |
| Jp Morgan Asset Management | NONE | $109,157 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank | NONE | $100,000 | not reported in the loaded dataset | 2023 |
| Prudential | NONE | $93,435 | $0 | 2023 |
| Rocaton Investment Advisors | NONE | $63,482 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $59,218 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Lpp | NONE | $19,268 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | NONE | $6,450 | $0 | 2023 |
| Connor And Winters, Llp | NONE | $6,051 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Herc Rentals Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Bonita Springs, FL
- Mercer — Schedule C compensation
- Jp Morgan Asset Management — Schedule C compensation
- Jp Morgan Chase Bank — Schedule C compensation
- Prudential — Schedule C compensation
- Rocaton Investment Advisors — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Cliftonlarsonallen Lpp — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Connor And Winters, Llp — Schedule C compensation