Harte Hanks, Inc. Pension Plan Ii — Form 5500 plan (Harte Hanks, 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, Harte Hanks, Inc. Pension Plan Ii is a benefit plan reported by Harte Hanks, Inc. under EIN 74-1677284 and plan number 002. The latest loaded filing year is 2023. The filing reports 495 participants and $27,871,597 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harte Hanks, Inc.
- EIN
- 74-1677284
- Plan number
- 002
- Plan type
- 2
- Location
- Chelmsford, MA
- Latest filing year
- 2023
- Participants
- 495
- End-of-year plan assets
- $27,871,597
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 495 | H, C | 20241008123135NAL0029823712001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,871,597
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,871,597
- Net assets (BOY)
- $24,468,447
Income & contributions
- Employer contributions
- $1,745,000
- Total contributions
- $1,745,000
- Total income / additions
- $5,765,093
Expenses & distributions
- Benefits paid
- $1,803,491
- Administrative expenses
- $558,452
- Total expenses
- $2,361,943
- Net increase / (decrease)
- $3,403,150
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bank Of America Merrill Lynch | INV ADVISOR | $76,391 | $0 | 2023 |
| Aon Consulting,Inc. | CONSULTANT | $71,895 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | INV MGMT | $10,975 | not reported in the loaded dataset | 2023 |
| Mfs Investment | INV MGMT | $10,402 | not reported in the loaded dataset | 2023 |
| Allspring Mid Cap Value | INV MGMT | $7,456 | not reported in the loaded dataset | 2023 |
| Blackrock Mcg | INV MGMT | $6,526 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Harte Hanks, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Chelmsford, MA
- Bank Of America Merrill Lynch — Schedule C compensation
- Aon Consulting,Inc. — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Mfs Investment — Schedule C compensation
- Allspring Mid Cap Value — Schedule C compensation
- Blackrock Mcg — Schedule C compensation