Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
HARTE-HANKS, INC.
EIN 74-1677284marketing and advertisingLatest filing 2024
Plans
3
Retirement
2
$179.8M assets
Welfare
1
$957K premiums
Participants
2,814
1 EXECUTIVE DRIVE, SUITE 303 - CHELMSFORD, MA 01824512-434-1100hartehanks.comLinkedIn1001-5000 employeesmarketing and advertising
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $179.8M assets / 1,897 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
83%top
- MERRILL LYNCH PIERCE FENNER & SMITH83%
- (Not disclosed)17%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $957K premiums / 1,569 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$413K
- Dental$269K
- Other$219K
- Life$216K
- Short-term disability$216K
- Long-term disability$216K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
33%top
- HCC LIFE INSURANCE COMPANY33%
- METROPOLITAN LIFE INSURANCE COMPANY32%
- DELTA DENTAL OF CALIFORNIA25%
- EYEMED VISION CARE6%
- ALPHA DENTAL PROGRAMS, INC.3%
- +1 more
Broker market share
Schedule A broker compensation
65%top
- ALLIANT INSURANCE SERVICES, INC.65%
- BENEFIT ADVISORS SERVICES GROUP LLC28%
- BENEFITSTORE INC6%
- REUBEN WARNER ASSOCIATES, INC.1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
HARTE HANKS INVESTMENT PLUS
401k
Assets$149.0M
Participants1,405
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HARTE HANKS, INC. PENSION PLAN II
TraditionalDB
Assets$30.8M
Participants492
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520
HARTE HANKS WELFARE BENEFIT PLAN
Fully Insured - TOKIO MARINE HHC
Premiums$957K
Covered lives1,569
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | HARTE HANKS INVESTMENT PLUS | 401k | $149.0M | 1,405 | 2024 | |
| 002 | HARTE HANKS, INC. PENSION PLAN II | TraditionalDB | $30.8M | 492 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 520 | HARTE HANKS WELFARE BENEFIT PLAN | Fully Insured | TOKIO MARINE HHC | $957K | 1,569 | 2024 |
Retirement plans
Welfare plans