2023 Form 5500 filing — Herc Rentals Pension Plan
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 20241014141224NAL0052618146001) for Herc Rentals Pension Plan, reported by Herc Rentals Inc. under EIN 13-6174127 and plan number 001. It reports 3,806 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141224NAL0052618146001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Herc Rentals Inc.
- EIN
- 13-6174127
- Plan number
- 001
- Location
- Bonita Springs, FL
- Participants
- 3,806
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $121,008,087
- Total liabilities (EOY)
- $362,689
- Net assets (EOY)
- $120,645,398
- Employer contributions
- $1,741,310
- Total income / additions
- $14,467,402
- Benefits paid
- $7,160,872
- Administrative expenses
- $3,295,624
- Total expenses
- $10,456,496
- Net increase / (decrease)
- $4,010,906
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | NONE | $570,251 | not reported in the loaded dataset |
| Jp Morgan Asset Management | NONE | $109,157 | not reported in the loaded dataset |
| Jp Morgan Chase Bank | NONE | $100,000 | not reported in the loaded dataset |
| Prudential | NONE | $93,435 | $0 |
| Rocaton Investment Advisors | NONE | $63,482 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $59,218 | not reported in the loaded dataset |
| Cliftonlarsonallen Lpp | NONE | $19,268 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | NONE | $6,450 | $0 |
| Connor And Winters, Llp | NONE | $6,051 | not reported in the loaded dataset |