How many benefit plans does Harbert Management Corporation report on Form 5500?

Harbert Management Corporation (EIN 63-1105435) reports 6 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Harbert Management Corporation?

The Employer Identification Number (EIN) reported for Harbert Management Corporation is 63-1105435.

What is the latest Form 5500 filing year for Harbert Management Corporation?

The latest loaded Form 5500 filing year for Harbert Management Corporation is 2023.

Harbert Management Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Harbert Management Corporation (EIN 63-1105435) is a plan sponsor located in Birmingham, AL with 6 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 63-1105435
Location: Birmingham, AL
Loaded plans: 6
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Harbert Management Corporation

6 loaded plans hold $97.4M in reported assets.
The largest, Harbert Retirement Plan, holds 100% of this company's reported plan assets.
Plans cover 1,400 reported participants.
1 of 6 plans report full financial statements.
1 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$97.4MSummed across loaded plans$97,414,340

Total reported assets$97.4M$97,414,340

Total reported participants1.4K1,400

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$97.4M total assets

Net assets$97.4MLiabilities$0

Contributions & income

Employer contributions$1.9M

Participant contributions$2.7M

Total income / additions$23.1M

Expenses & distributions

Benefits paid / distributions$6.5M

Total expenses$6.6M

Net increase / (decrease)$16.5M

Data coverage

Plans with financial statements1 / 6 (17%)

Plans with provider compensation1 / 6 (17%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Harbert Retirement Plan

Participants per plan233Average across loaded plans

Loaded plans6

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Harbert Retirement Plan$97.4M
Plan #002 · 318 participants · 2023
2
Harbert Basic And Voluntary Accidental Death & Dismemberment Plannot reported in the loaded dataset
Plan #502 · 247 participants · 2023
3
Harbert Basic And Voluntary Life Plannot reported in the loaded dataset
Plan #504 · 247 participants · 2023
4
Harbert Long Term Disability Plannot reported in the loaded dataset
Plan #503 · 237 participants · 2023
5
Harbert Management Corporation Health & Dental Plannot reported in the loaded dataset
Plan #501 · 196 participants · 2023
6
Harbert Management Corporation Vision Plannot reported in the loaded dataset
Plan #507 · 155 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Harbert Management Corporation. Open one for its full reported snapshot.

2023
Harbert Management Corporation Health & Dental Plan196 participants · 2No schedules
View filing →
2023
Harbert Basic And Voluntary Accidental Death & Dismemberment Plan247 participants · 2No schedules
View filing →
2023
Harbert Long Term Disability Plan237 participants · 2No schedules
View filing →
2023
Harbert Basic And Voluntary Life Plan247 participants · 2No schedules
View filing →
2023
Harbert Management Corporation Vision Plan155 participants · 2No schedules
View filing →
2023
Harbert Retirement Plan318 participants · 2Sch HSch C
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Harbert Management Corporation report on Form 5500?: Harbert Management Corporation (EIN 63-1105435) reports 6 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Harbert Management Corporation?: The Employer Identification Number (EIN) reported for Harbert Management Corporation is 63-1105435.
What is the latest Form 5500 filing year for Harbert Management Corporation?: The latest loaded Form 5500 filing year for Harbert Management Corporation is 2023.