2023 Form 5500 filing — Houghton Mifflin Retirement 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 20241015094919NAL0014342547001) for Houghton Mifflin Retirement Plan, reported by Houghton Mifflin Harcourt Publishing Company under EIN 04-1456030 and plan number 001. It reports 2,696 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015094919NAL0014342547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Houghton Mifflin Harcourt Publishing Company
- EIN
- 04-1456030
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 2,696
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $114,845,211
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $114,845,211
- Employer contributions
- $2,415,919
- Total income / additions
- $13,551,815
- Benefits paid
- $10,304,673
- Administrative expenses
- $1,886,850
- Total expenses
- $12,191,523
- Net increase / (decrease)
- $1,360,292
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investments LLC | FIDUCIARY | $395,064 | $0 |
| Telus Health (Us) Ltd. | NONE | $209,979 | not reported in the loaded dataset |
| Mercer (Us) LLC | NONE | $65,590 | not reported in the loaded dataset |
| State Street Bank And Trust Company | NONE | $60,309 | not reported in the loaded dataset |
| Portfolio Evaluations, Inc. | NONE | $49,461 | not reported in the loaded dataset |
| Caron & Bletzer, Pllc | NONE | $20,125 | not reported in the loaded dataset |
| Sullivan & Worchester Llp | NONE | $10,214 | not reported in the loaded dataset |