2023 Form 5500 filing — The Hartford Retirement Plan For U.S. Employees
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 20241014085956NAL0013031571001) for The Hartford Retirement Plan For U.S. Employees, reported by The Hartford Financial Services Group, Inc. under EIN 13-3317783 and plan number 001. It reports 21,672 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014085956NAL0013031571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Hartford Financial Services Group, Inc.
- EIN
- 13-3317783
- Plan number
- 001
- Location
- Hartford, CT
- Participants
- 21,672
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,580,099,386
- Total liabilities (EOY)
- $514,754
- Net assets (EOY)
- $3,579,584,632
- Employer contributions
- $0
- Total income / additions
- $254,842,068
- Benefits paid
- $203,239,739
- Administrative expenses
- $13,854,145
- Total expenses
- $217,093,884
- Net increase / (decrease)
- $37,748,184
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hartford Fire Insurance | PARTY IN INTEREST | $13,048,487 | not reported in the loaded dataset |
| Fmr LLC | NONE | $1,128,607 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $577,471 | not reported in the loaded dataset |
| Mercer Investment Management | NONE | $308,516 | not reported in the loaded dataset |
| Bchr Us Acquisitions Inc | NONE | $150,048 | not reported in the loaded dataset |
| J.P. Morgan Imvestment Management | NONE | $75,973 | not reported in the loaded dataset |
| The Prudential Insurance | NONE | $7,124 | not reported in the loaded dataset |