PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. HERC RENTALS INC.
Sponsor portfolioTH

HERC RENTALS INC.

EIN 13-6174127-construction-Latest filing 2025
Plans
6
Retirement
2
$605.9M assets
Welfare
4
$6.8M premiums
Participants
38,071
27500 RIVERVIEW CENTER BLVD - BONITA SPRINGS, FL 34134239-301-1000hercrentals.comLinkedIn5001-10000 employeesconstruction
Plans on this EIN
6 filings
#003401k-$487.5M - 8,117 part#001CashBalance-$118.4M - 3,309 part#505Mixed-$4.7M - 12,747 lives#520Fully Insured-$1.6M - 3,205 lives#515Fully Insured-$607K - 3,790 lives#521Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $605.9M assets / 11,426 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • RENTALS INCOME Savings (#003)80%
  • HERC RENTALS PENSION (#001)20%
Total $605.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
80%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE80%
  • (Not disclosed)20%
Total $605.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RENTALS INCOME Savings (#003)8,117
  • HERC RENTALS PENSION (#001)3,309
Total 11,426Click row to drill in

Benefits portfolio analytics

4 plans / $6.8M premiums / 19,742 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.2M
  • Other$2.1M
  • Long-term disability$948K
  • Short-term disability$607K
  • Vision$454K
  • Health$416K
  • +2 more
Total $6.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY43%
  • HARTFORD LIFE AND ACCIDENT33%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY7%
  • KAISER FOUNDATION HEALTH PLAN INC6%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
  • +3 more
Total $6.8M8 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $635K1 slice

Plan deep-dives

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

HERC RENTALS INCOME SAVINGS PLAN

401k

Assets$487.5M
Participants8,117
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HERC RENTALS PENSION PLAN

CashBalance

Assets$118.4M
Participants3,309
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

HERC RENTALS CUSTOM BENEFIT PROGRAM

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$4.7M
Covered lives12,747
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520

HERC RENTALS VOLUNTARY BENEFITS PROGRAM

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$1.6M
Covered lives3,205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515

HERC RENTALS SHORT-TERM DISABILITY BENEFITS PLAN FOR NON-EXEMPT EMPLOYEES

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$607K
Covered lives3,790
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#521

HERC RENTALS SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003HERC RENTALS INCOME SAVINGS PLAN401k$487.5M8,1172024
001HERC RENTALS PENSION PLANCashBalance$118.4M3,3092024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
505HERC RENTALS CUSTOM BENEFIT PROGRAMMixedHARTFORD LIFE AND ACCIDENT$4.7M12,7472025
520HERC RENTALS VOLUNTARY BENEFITS PROGRAMFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$1.6M3,2052025
515HERC RENTALS SHORT-TERM DISABILITY BENEFITS PLAN FOR NON-EXEMPT EMPLOYEESFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$607K3,7902025
521HERC RENTALS SEVERANCE PLANSelf Funded-$002025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica