The Hertz Corporation Master Trust — Form 5500 plan (The Hertz Corporation)
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, The Hertz Corporation Master Trust is a benefit plan reported by The Hertz Corporation under EIN 13-1938568 and plan number 009. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $346,247,396 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Hertz Corporation
- EIN
- 13-1938568
- Plan number
- 009
- Plan type
- 4
- Location
- Estero, FL
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $346,247,396
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20250227151935NAL0002334193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $346,247,396
- Total liabilities (EOY)
- $181,208
- Net assets (EOY)
- $346,066,188
- Net assets (BOY)
- $341,075,766
Income & contributions
- Total contributions
- $0
- Total income / additions
- $35,176,338
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $6,091,076
- Total expenses
- $6,091,076
- Net increase / (decrease)
- $29,085,262
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Telus Health | NONE | $1,406,548 | not reported in the loaded dataset | 2023 |
| Goldman Sachs Asset Management | NONE | $450,141 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $220,000 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase & Co. | NONE | $102,954 | $0 | 2023 |
| Prudential | NONE | $47,466 | $0 | 2023 |
| Voya | NONE | $29,644 | $0 | 2023 |
| Blackrock | NONE | $16,289 | $0 | 2023 |
| State Street Global Advisors | NONE | $6,548 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Hertz Corporation
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Estero, FL
- Telus Health — Schedule C compensation
- Goldman Sachs Asset Management — Schedule C compensation
- Mercer — Schedule C compensation
- Jp Morgan Chase & Co. — Schedule C compensation
- Prudential — Schedule C compensation
- Voya — Schedule C compensation
- Blackrock — Schedule C compensation
- State Street Global Advisors — Schedule C compensation