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Sponsor portfolioTH

THE HERTZ CORPORATION

EIN 13-1938568-leisure, travel & tourism-Latest filing 2025
Plans
6
Retirement
5
$1.03B assets
Welfare
1
$11.0M premiums
Participants
50,627
8501 WILLIAMS ROAD - ESTERO, FL 33928239-301-7036hertz.comLinkedIn10001+ employeesleisure, travel & tourism
Plans on this EIN
6 filings
#003401k-$703.6M - 21,214 part#001CashBalance-$324.9M - 17,012 part#005TraditionalDB-$3.4M - 67 part#004TraditionalDB-$774K - 10 part#006401k-$257K - 11 part#505Mixed-$11.0M - 11,499 lives

Retirement portfolio analytics

5 plans aggregated / $1.03B assets / 38,314 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • CORPORATION INCOME Savings (#003)68%
  • DEFINED BENEFIT PENSION (#001)31%
  • OF PUERTO RICO (#005)0%
  • U.S. VIRGIN ISLANDS (#004)0%
  • INC. INCOME Savings (#006)0%
Total $1.03BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
69%top
  • (Not disclosed)69%
  • MORNEAU SHEPELL31%
Total $1.03BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CORPORATION INCOME Savings (#003)21,214
  • DEFINED BENEFIT PENSION (#001)17,012
  • OF PUERTO RICO (#005)67
  • INC. INCOME Savings (#006)11
  • U.S. VIRGIN ISLANDS (#004)10
Total 38,314Click row to drill in

Benefits portfolio analytics

1 plan / $11.0M premiums / 11,499 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$6.9M
  • Life$6.7M
  • Long-term disability$6.7M
  • Health$2.9M
  • Vision$645K
  • Dental$459K
Total $11.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • HARTFORD LIFE AND ACCIDENT61%
  • KAISER FOUNDATION HEALTH PLAN INC26%
  • EYEMED VISION CARE6%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY3%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • +3 more
Total $11.0M8 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • BSC AGENCY LLC59%
  • AMERICAN BENEFITS & COMP SYSTEMS24%
  • ALLIANT INSURANCE SERVICES, INC.16%
  • MERCER HEALTH AND BENEFITS, LLC1%
Total $552K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

HERTZ CORPORATION INCOME SAVINGS PLAN

401k

Assets$703.6M
Participants21,214
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE HERTZ CORPORATION ACCOUNT BALANCE DEFINED BENEFIT PENSION PLAN

CashBalance

Assets$324.9M
Participants17,012
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

RETIREMENT PLAN FOR EMPLOYEES OF PUERTO RICANCARS INC. AND RELATED COMPANIES RESIDING IN THE COMMONWEALTH OF PUERTO RICO

TraditionalDB

Assets$3.4M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

RETIREMENT PLAN FOR EMPLOYEES OF PUERTO RICANCARS INC. AND RELATED COMPANIES RESIDING IN ST. THOMAS U.S. VIRGIN ISLANDS

TraditionalDB

Assets$774K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

PUERTO RICANCARS, INC. INCOME SAVINGS PLAN

401k

Assets$257K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

HERTZ CUSTOM BENEFIT PROGRAM

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$11.0M
Covered lives11,499
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
003HERTZ CORPORATION INCOME SAVINGS PLAN401k$703.6M21,2142025
001THE HERTZ CORPORATION ACCOUNT BALANCE DEFINED BENEFIT PENSION PLANCashBalance$324.9M17,0122024
005RETIREMENT PLAN FOR EMPLOYEES OF PUERTO RICANCARS INC. AND RELATED COMPANIES RESIDING IN THE COMMONWEALTH OF PUERTO RICOTraditionalDB$3.4M672024
004RETIREMENT PLAN FOR EMPLOYEES OF PUERTO RICANCARS INC. AND RELATED COMPANIES RESIDING IN ST. THOMAS U.S. VIRGIN ISLANDSTraditionalDB$774K102024
006PUERTO RICANCARS, INC. INCOME SAVINGS PLAN401k$257K112025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505HERTZ CUSTOM BENEFIT PROGRAMMixedHARTFORD LIFE AND ACCIDENT$11.0M11,4992025
Retirement plans
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