Filings through .
The Hartford
Matched across 47 name variants in the filings
The Hartford summary
The Hartford appears on 25 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $961M in assets for 16,567 participants. The median client plan holds $10.3M. Most client plans are sponsored in PA, AZ and IL. The largest clients by plan assets are I.U.O.E. Local 132 Pension Fund, Faulkner Cadillac, Inc. and Dufresne Spencer Group Holdings, LLC. Plans reported $198K in direct and indirect compensation paid to The Hartford. The median is $0 per plan.
- Participants
- 16,567
- Median plan assets
- $10.3M
- Median plan participants
- 266
- Median fees per plan
- $0
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| I.U.O.E. Local 132 Pension Fund | WV | $559M | 4,062 |
| Faulkner Cadillac, Inc. | PA | $144M | 2,197 |
| Dufresne Spencer Group Holdings, LLC | TN | $36.6M | 2,780 |
| Bridgeview Eye Partners | IN | $30.0M | 1,280 |
| Leeward Construction, Inc. | PA | $20.2M | 266 |
| American Optometric Association | MO | $18.4M | 112 |
| Iroquois Memorial Hospital | IL | $16.4M | 412 |
| Geo-Hydro Engineers, Inc. | GA | $14.3M | 178 |
| Killington/Pico Ski Resort Partners, LLC | VT | $13.6M | 1,438 |
| Eis Operating Enterprises, LLC | TX | $12.1M | 830 |
| Trax Retail, Inc. | MA | $11.7M | 141 |
| Heartland Catfish Company, Inc. | MS | $10.7M | 389 |
| Wolfe Plumbing, Inc. | WA | $10.3M | 173 |
| Dvsport, Inc. | PA | $9.9M | 112 |
| Cti III LLC | CA | $9.3M | 106 |
| Endotronix, Inc. | IL | $9.1M | 157 |
| The Cedars of Chapel Hill Club Inc. | NC | $5.6M | 203 |
| Sender, Inc. | AZ | $5.5M | 269 |
| Next Glass, Inc. | NC | $5.2M | 143 |
| Inspire Communities, LLC | AZ | $4.8M | 378 |
| Pha America Inc | AL | $4.2M | 426 |
| Booknook, Inc. | OH | $3.8M | 100 |
| Star Medical, Inc. | PA | $3.4M | 274 |
| Vernon J Harris East End | VA | $2.5M | 141 |
| Load Trail LLC | TX | $0 | 0 |
- WVParticipants 4,062
- PAParticipants 2,197
- TNParticipants 2,780
- Bridgeview Eye Partners$30.0MINParticipants 1,280
- PAParticipants 266
- MOParticipants 112
- ILParticipants 412
- GAParticipants 178
- VTParticipants 1,438
- TXParticipants 830
- Trax Retail, Inc.$11.7MMAParticipants 141
- MSParticipants 389
- Wolfe Plumbing, Inc.$10.3MWAParticipants 173
- Dvsport, Inc.$9.9MPAParticipants 112
- Cti III LLC$9.3MCAParticipants 106
- Endotronix, Inc.$9.1MILParticipants 157
- NCParticipants 203
- Sender, Inc.$5.5MAZParticipants 269
- Next Glass, Inc.$5.2MNCParticipants 143
- AZParticipants 378
- Pha America Inc$4.2MALParticipants 426
- Booknook, Inc.$3.8MOHParticipants 100
- Star Medical, Inc.$3.4MPAParticipants 274
- VAParticipants 141
- TXParticipants 0
Top client states
- PA4 plans
- AZ2 plans
- IL2 plans
- NC2 plans
- TX2 plans
Frequently asked questions
- Who uses The Hartford?
- 25 retirement plans list The Hartford as a service provider on Schedule C of Form 5500. The largest clients by plan assets include I.U.O.E. Local 132 Pension Fund, Faulkner Cadillac, Inc., Dufresne Spencer Group Holdings, LLC, Bridgeview Eye Partners and Leeward Construction, Inc.. Most client plans are sponsored in PA, AZ and IL.
- How many plans does The Hartford serve?
- The Hartford serves 25 retirement plans with $961M in plan assets and 16,567 participants, based on the latest Form 5500 filings through 2024.
- What does The Hartford charge?
- Plans reported $198K in total Schedule C compensation paid to The Hartford. The median plan paid $0. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served25Rank #725 of mapped providers
Assets under administration$961M0.0%Rank #7230 by share of filed assets
Fees received$198,247Median $0/planSum across Schedule C direct + indirect
Net wins YoY-36 won - 9 lostPlan-level switch detection
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