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  2. THE HERTZ CORPORATION
Sponsor portfolioTH

THE HERTZ CORPORATION

EIN 13-1938568-leisure, travel & tourism-Latest filing 2024
Plans
6
Retirement
5
$967.1M assets
Welfare
1
$9.9M premiums
Participants
49,812
8501 WILLIAMS ROAD - ESTERO, FL 33928239-301-7000hertz.comLinkedIn10001+ employeesleisure, travel & tourism
Plans on this EIN
6 filings
#003401k-$637.8M - 21,322 part#001CashBalance-$324.9M - 17,012 part#005TraditionalDB-$3.4M - 67 part#004TraditionalDB-$774K - 10 part#006401k-$258K - 13 part#505Mixed-$9.9M - 12,054 lives

Retirement portfolio analytics

5 plans aggregated / $967.1M assets / 38,424 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • CORPORATION INCOME Savings (#003)66%
  • DEFINED BENEFIT PENSION (#001)34%
  • OF PUERTO RICO (#005)0%
  • U.S. VIRGIN ISLANDS (#004)0%
  • INC. INCOME Savings (#006)0%
Total $967.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
66%top
  • (Not disclosed)66%
  • MORNEAU SHEPELL34%
Total $967.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CORPORATION INCOME Savings (#003)21,322
  • DEFINED BENEFIT PENSION (#001)17,012
  • OF PUERTO RICO (#005)67
  • INC. INCOME Savings (#006)13
  • U.S. VIRGIN ISLANDS (#004)10
Total 38,424Click row to drill in

Benefits portfolio analytics

1 plan / $9.9M premiums / 12,054 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$7.7M
  • Life$6.7M
  • Short-term disability$6.7M
  • Health$1.4M
  • Vision$669K
  • Dental$524K
Total $9.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • HARTFORD LIFE AND ACCIDENT71%
  • KAISER FOUNDATION HEALTH PLAN INC14%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY7%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • +3 more
Total $9.9M8 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • BSC AGENCY LLC67%
  • ALLIANT INSURANCE SERVICES, INC.21%
  • MERCER HEALTH AND BENEFITS, LLC7%
  • BUSINESSSOLVER.COM, INC.3%
  • BUSINESSOLVER.COM, INC.1%
Total $702K5 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$637.8M
Participants21,322
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$258K
Participants13
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$9.9M
Covered lives12,054
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
003HERTZ CORPORATION INCOME SAVINGS PLAN401k$637.8M21,3222024
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$258K132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505HERTZ CUSTOM BENEFIT PROGRAMMixedHARTFORD LIFE AND ACCIDENT$9.9M12,0542024
Retirement plans
Welfare plans
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