Houghton Mifflin Retirement Plan — Form 5500 plan (Houghton Mifflin Harcourt Publishing Company)
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, Houghton Mifflin Retirement Plan is a benefit plan reported by Houghton Mifflin Harcourt Publishing Company under EIN 04-1456030 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,696 participants and $114,845,211 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Houghton Mifflin Harcourt Publishing Company
- EIN
- 04-1456030
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 2,696
- End-of-year plan assets
- $114,845,211
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,696 | H, C | 20241015094919NAL0014342547001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $114,845,211
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $114,845,211
- Net assets (BOY)
- $113,484,919
Income & contributions
- Employer contributions
- $2,415,919
- Total contributions
- $2,415,919
- Total income / additions
- $13,551,815
Expenses & distributions
- Benefits paid
- $10,304,673
- Administrative expenses
- $1,886,850
- Total expenses
- $12,191,523
- Net increase / (decrease)
- $1,360,292
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investments LLC | FIDUCIARY | $395,064 | $0 | 2023 |
| Telus Health (Us) Ltd. | NONE | $209,979 | not reported in the loaded dataset | 2023 |
| Mercer (Us) LLC | NONE | $65,590 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust Company | NONE | $60,309 | not reported in the loaded dataset | 2023 |
| Portfolio Evaluations, Inc. | NONE | $49,461 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer, Pllc | NONE | $20,125 | not reported in the loaded dataset | 2023 |
| Sullivan & Worchester Llp | NONE | $10,214 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Houghton Mifflin Harcourt Publishing Company
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Mercer Investments LLC — Schedule C compensation
- Telus Health (Us) Ltd. — Schedule C compensation
- Mercer (Us) LLC — Schedule C compensation
- State Street Bank And Trust Company — Schedule C compensation
- Portfolio Evaluations, Inc. — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation
- Sullivan & Worchester Llp — Schedule C compensation