DFX Intelligence

1 more adviser and 6 more commitments

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Hecla Mining Company Restated Retirement Plan

Corporate pension· Coeur Dalene, Idaho

Corporate pension, based in Coeur Dalene, Idaho, reporting $117M in assets, for 1,769 participants.

Composed from this allocator's classification, location and filed figures.

As of 2024-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $117M
Funded ratio: 93.8%
Fund commitments: 3
Managers: 1

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (3)Allocation policy Managers

As of 2024-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 1 Jan 2024, Hecla Mining Company Restated Retirement Plan funded ratio 100.8% -> 93.8% (2023-01-01 to 2024-01-01).

Capital path

who backs this record, through what, into what; each name opens its own path

Hecla Mining Company Restated Retirement Plan

Funds committed to

Q-Blk Strategic Partners Inc3 commitments
Boston Partners Large Cap Value Equ3 commitments
Wellington Cft Blended Opportunisti3 commitments

Managers

Blackrock Financial Management, Inc3 commitments
The Boston Company3 commitments
Wellington Trust Company, Na3 commitments

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$117M

Total assets, Dec 31, 2024 reported

Funded

93.8%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

1 manager 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

+1 more consultant or adviser advise this allocator

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

What changed

4 events

Jan 1, 2024Funded status changed
Hecla Mining Company Restated Retirement Plan funded ratio 100.8% -> 93.8% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Dec 31, 2023Manager relationship started
Rreef 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 changed
Hecla Mining Company Restated Retirement Plan funded ratio 105.2% -> 100.8% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
Hecla Mining Company Restated Retirement Plan plan assets $136M -> $118M (-13.6%, 2022-01-01 to 2023-01-01)
askebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

9 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	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

+6 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Size and funding

31 readings

Total assets

$117M Dec 31, 2024 reported Form 5500

$116M (2023-12) · $118M (2022-12)

Plan assets

$116M Jan 1, 2024 reported Form 5500

$118M (2023-01) · $136M (2022-01)

Net assets

$117M Dec 31, 2024 reported Form 5500

$116M (2023-12) · $118M (2022-12)

Funded ratio

93.8% Jan 1, 2024 reported Form 5500

100.8% (2023-01) · 105.2% (2022-01)

Funding target

$113M Jan 1, 2024 reported Form 5500

$107M (2023-01) · $101M (2022-01)

Discount rate

5.11% Jan 1, 2024 reported Form 5500

5.23% (2023-01) · 5.40% (2022-01)

Participants

1,769 Jan 1, 2024 reported Form 5500

1,697 (2023-01) · 1,612 (2022-01)

Contributions

$186,750 Dec 31, 2023 reported Form 5500

Benefits paid

$6.0M Dec 31, 2024 reported Form 5500

$6.0M (2023-12) · $5.1M (2022-12)

Net investment income

$1.8M Dec 31, 2024 reported Form 5500

-$2.2M (2023-12) · -$18.5M (2022-12)

Investment management fees

$98,944 Dec 31, 2024 reported Form 5500

$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	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,697	$118M	$107M	100.8%	$116M	$17.2M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,612	$136M	$101M	105.2%	$118M	$19.8M	Not disclosed	Not disclosed

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

+27 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance

Identifiers: EIN-PN 770664171-001

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 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.

Capital chain

Hecla Mining Company Restated Retirement Plan sits on 8 traced paths of capital across the graphs.

Consultant to allocator to managerAllocator to credit manager to facility to borrowerAllocator commitments to a manager

DFX traced 8 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

4 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Manager relationship started
2023-12-31source

+1 more change on this record's ledger

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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+8 connections on the graph

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