DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Hecla Mining Company Restated Retirement Plan
Corporate pensionCoeur Dalene, ID
Assets
$117M
Total assets, Dec 31, 2024 reported
Funded
93.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
9
1 managers on Schedule C
Plan sponsor: Hecla Mining Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.4%
- Employer securities 11.1%
- Partnership/joint venture interests 15.3%
- Common/collective trusts 18.8%
- Registered investment companies 48.0%
- Common stock 6.5%
Consultants and advisers
4 firms
- RV Kuhns & Associates Investment adviser (plan)through Dec 31, 2022 Form 5500
- Northwest Pension Services Actuarythrough Dec 31, 2024 Form 5500
- US Bank Trusteethrough Dec 31, 2022 Form 5500
- Nwps Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
- Blackrock Financial Management, Inc3 rows, latest Dec 31, 2024
- The Boston Company3 rows, latest Dec 31, 2024
- Wellington Trust Company, Na3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Rreef America II LPplan years 2024
- Rreefplan years 2023
- Wellington Trust Company, Naplan years 2022
Commitments
9 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Q-Blk Strategic Partners Inccollective trust | Blackrock Financial Management, Inc | Pooled vehicles | $7.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Boston Partners Large Cap Value Equcollective trust | The Boston Company | Public equity | $8.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wellington Cft Blended Opportunisticollective trust | Wellington Trust Company, Na | Pooled vehicles | $6.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Q-Blk Strategic Partners Inccollective trust | Blackrock Financial Management, Inc | Pooled vehicles | $6.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Boston Partners Large Cap Value Equcollective trust | The Boston Company | Public equity | $7.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Wellington Cft Blended Opportunisticollective trust | Wellington Trust Company, Na | Pooled vehicles | $6.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Q-Blk Strategic Partners Inccollective trust | Blackrock Financial Management, Inc | Pooled vehicles | $6.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Boston Partners Large Cap Value Equcollective trust | The Boston Company | Public equity | $6.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Wellington Cft Blended Opportunisticollective trust | Wellington Trust Company, Na | Pooled vehicles | $5.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 readings
Contributions
Investment management fees
$102,397 (2023-12) · $81,747 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,769 | $116M | $113M | 93.8% | $117M | $18.0M | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,697 | $118M | $107M | 100.8% | $116M | $17.2M | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,612 | $136M | $101M | 105.2% | $118M | $19.8M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Nwps codes 11 13 $270,431 PY2024
- US Bank Na codes 21 $75,552 PY2024
- Rreef America II LP codes 28 $54,009 PY2024
- Wellington Trust Company, Na codes 28 $33,428 PY2024
- BDO USA, P.C. codes 10 $31,350 PY2024
- Heidi Herndon codes 15 $17,765 PY2024
- RV Kuhns & Associates codes 27 $13,460 PY2024
- Boston Partners Large Cap Value Equ Sched. D C $8.1M PY2024
- Q-Blk Strategic Partners Inc Sched. D C $7.7M PY2024
- Wellington Cft Blended Opportunisti Sched. D C $6.2M PY2024
- Nwps codes 11 PY2024
- Nwps codes 11 13 $236,386 PY2023
- US Bank Na codes 21 $91,773 PY2023
- Rreef America II Reit codes 28 $45,918 PY2023
- Wellington Trust Company, Na codes 28 $30,669 PY2023
- BDO USA, P.C. codes 10 $30,000 PY2023
- RV Kuhns & Associates codes 27 $25,755 PY2023
- Heidi Herndon codes 15 $19,355 PY2023
- Boston Partners Large Cap Value Equ Sched. D C $7.0M PY2023
- Wellington Cft Blended Opportunisti Sched. D C $6.1M PY2023
- Q-Blk Strategic Partners Inc Sched. D C $6.9M PY2023
- Nwps codes 11 PY2023
- Nwps codes 11 13 $408,875 PY2022
- US Bank Na codes 21 $55,528 PY2022
- RV Kuhns & Associates codes 27 $50,379 PY2022
- Wellington Trust Company, Na codes 28 $31,369 PY2022
- Q-Blk Strategic Partners Inc Sched. D C $6.5M PY2022
- Boston Partners Large Cap Value Equ Sched. D C $6.2M PY2022
- Wellington Cft Blended Opportunisti Sched. D C $5.4M PY2022
- Nwps codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changedHecla Mining Company Restated Retirement Plan funded ratio 100.8% -> 93.8% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedRreef America II Reit appears on Hecla Mining Company Restated Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Rreefaskebsa.dol.gov
- Jan 1, 2023Funded status changedHecla Mining Company Restated Retirement Plan funded ratio 105.2% -> 100.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedHecla Mining Company Restated Retirement Plan plan assets $136M -> $118M (-13.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 770664171-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.