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Original filing (PDF)20251014140636NAL0006225922001
HECLA MINING COMPANY
Form 5500
FILING_RECEIVED
HECLA MINING COMPANY RESTATED RETIREMENT PLAN
Defined-benefit pension plan
Signals · 3
11% employer stockNo recordkeeper disclosed7 service providers
Active participants
562
Accounts w/ balance
—
Plan assets (EOY)
$117.4M
Net assets (EOY)
$117.4M
How this plan invests
This plan
3 pooled trusts
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
88
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 11% of plan in employer / sponsor stock.
- 42 bps in Schedule C fees — 323% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HECLA MINING COMPANY.
Plan sponsor
Name
HECLA MINING COMPANY
EIN
77-0664171
Address
6500 N MINERAL DRIVE SUITE 200 · COEUR DALENE, ID · 83815
Phone
(208) 769-4100
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 04-3721424 | SAN JOSE, CA | NONE | $270K | — |
| US BANK NA | 31-0841368 | PORTLAND, OR | NONE | $76K | — |
| RREEF AMERICA II LP | 92-1440977 | CHICAGO, IL | NONE | $54K | — |
| WELLINGTON TRUST COMPANY, NA | 47-3828930 | BOSTON, MA | NONE | $33K | — |
| BDO USA, P.C. | 13-5381590 | SPOKANE, WA | NONE | $31K | — |
| HEIDI HERNDON | 82-0126240 | COEUR DALENE, ID | NONE | $18K | — |
| RV KUHNS & ASSOCIATES | 93-0910652 | PORTLAND, OR | NONE | $13K | — |
Investments
13 direct securities · 3 pooled funds· $125.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$78.9M
10 holdings
Common Collective Trust
$22.0M
3 holdings
Common Collective Trusts
$9.7M
1 holding
Real Estate
$8.3M
1 holding
Mutual Funds
$6.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total International | — | — | $11.7M | $13.5M | 11.5% | |
| American Funds Euro Pacific Growth | — | — | $13.2M | $13.3M | 11.3% | |
| Employer Common Stock * Hecla Mining Company Common Stock | — | — | $13.7M | $13.0M | 11.1% | |
| Pinnacle Equity Fund LP Equity Fund | Common Collective Trusts | — | $5.8M | $9.7M | 8.2% | |
| Funds Barings Core Property Fund Open Ended Private Equity Fund | Real Estate | — | $8.7M | $8.3M | 7.1% | |
| BOSTON PARTNERS LARGE CAP VALUE EQU ROBECO/BOSTON PARTNERS · EIN 98-0202744 / PN 001 | Common Collective Trust | — | $3.6M | $8.1M | 6.9% | |
| Hedge Fund Q-Block Strat. Partners Unrestricted 2022 Ser 1 | — | — | $6.3M | $7.7M | 6.5% | |
| Q-BLK STRATEGIC PARTNERS INC BLACKROCK FINANCIAL MANAGMENT INC · EIN 13-3806691 / PN 000 | Common Collective Trust | — | — | $7.7M | 6.5% | |
| RREEF America II REIT Closed Private Equity Fund | — | — | $7.1M | $7.6M | 6.5% | |
| Vanguard Growth Index | — | — | $2.0M | $6.5M | 5.5% | |
| WELLINGTON CFT BLENDED OPPORTUNISTI WELLINGTON TRUST COMPANY · EIN 47-3828930 / PN 001 | Common Collective Trust | — | $7.7M | $6.2M | 5.3% | |
| PIMCO Funds Total Return Fund | — | — | $7.5M | $6.2M | 5.3% | |
| Allspring Core Bond Fund | Mutual Funds | — | $7.2M | $6.1M | 5.2% | |
| Vanguard Total Bond Index | — | — | $7.0M | $6.1M | 5.2% | |
| Vanguard Total Stock Market Index | — | — | $2.3M | $4.7M | 4.0% | |
| Money Market Fund Dreyfus Govt Cash Management Fund | — | — | $472K | $472K | 0.4% |