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  2. Harte Hanks, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Harte Hanks, Inc.

EIN 74-1677284-marketing and advertising-Latest filing 2025
Plans
3
Retirement
2
$187.2M assets
Health & Benefits
1
$776K premiums
Participants
2,475
1 EXECUTIVE DRIVE, SUITE 303 - CHELMSFORD, MA 01824512-434-1100hartehanks.comLinkedIn1001-5000 employeesmarketing and advertising
Plans on this EIN
3 filings
#005401(k)-$153.7M - 1,238 part#002Traditional DB-$33.5M - 492 part#520Fully insured-$776K - 1,284 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $187.2M assets / 1,730 participants

Assets by plan

Share of aggregate retirement assets

  • HANKS INVESTMENT PLUS (#005)$153.7M
  • PENSION PLAN II (#002)$33.5M
Total $187.2MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • MERRILL LYNCH PIERCE FENNER & SMITH$153.7M
  • (Not disclosed)$33.5M
Total $187.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • HANKS INVESTMENT PLUS (#005)1,238
  • PENSION PLAN II (#002)492
Total 1,730Select a row to open it

Benefits portfolio analytics

1 plan / $776K premiums / 1,284 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$306K
  • Dental$230K
  • Other$197K
  • Life$194K
  • Short-term disability$194K
  • Long-term disability$194K
  • +1 more
Total $776K7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#005

HARTE HANKS INVESTMENT PLUS

401(k)

Assets$153.7M
Participants1,238
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

HARTE HANKS, INC. PENSION PLAN II

Traditional DB

Assets$33.5M
Participants492
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#520

HARTE HANKS WELFARE BENEFIT PLAN

Fully insured - TOKIO MARINE HHC

Premiums$776K
Covered lives1,284
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#005HARTE HANKS INVESTMENT PLUS401(k)$153.7M1,2382025
#002HARTE HANKS, INC. PENSION PLAN IITraditional DB$33.5M4922025
  • HARTE HANKS INVESTMENT PLUS$153.7M
    #005 · 401(k) · 20251,238
  • HARTE HANKS, INC. PENSION PLAN II$33.5M
    #002 · Traditional DB · 2025492

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#520HARTE HANKS WELFARE BENEFIT PLANFully insuredTOKIO MARINE HHC$776K1,2842025
  • HARTE HANKS WELFARE BENEFIT PLAN$776K
    #520 · Fully insured · TOKIO MARINE HHC · 20251,284
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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