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Original filing (PDF)20250815180301NAL0013084448001
HECLA LIMITED
Form 5500
FILING_RECEIVED
LUCKY FRIDAY PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
217
Accounts w/ balance
—
Plan assets (EOY)
$28.0M
Net assets (EOY)
$28.0M
How this plan invests
This plan
3 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 71 bps in Schedule C fees — 146% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HECLA LIMITED.
Plan sponsor
Name
HECLA LIMITED
EIN
82-0126240
Address
6500 N MINERAL DRIVE SUITE 200 · COEUR DALENE, ID · 83815
Phone
(208) 769-4100
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Name
RETIREMENT BOARD OF HECLA MINING CO
EIN
82-0126240
City
COEUR DALENE, ID
Phone
(208) 769-4100
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-08-15
Pension benefit codes
1B · Flat-dollar 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)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 04-3724124 | SAN JOSE, CA | NONE | $64K | — |
| BDO USA, P.C. | 13-5381590 | SPOKANE, WA | NONE | $61K | — |
| RV KUHNS AND ASSOCIATES | 93-0910652 | PORTLAND, OR | NONE | $27K | — |
| RREEF AMERICA II REIT | 36-4215573 | JERSEY CITY, NJ | NONE | $21K | — |
| US BANK NA | 31-0841368 | PORTLAND, OR | NONE | $19K | — |
| WELLINGTON TRUST COMPANY, NA | 47-3828930 | BOSTON, MA | NONE | $8K | — |
Investments
3 pooled funds· $4.8M(17% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BOSTON PARTNERS LARGE CAP VALUE EQU ROBECO/BOSTON PARTNERS · EIN 98-0202744 / PN 000 | Common Collective Trust | $1.8M | 6.5% |
| Q-BLK STRATEGIC PARTNERS, INC. BLACK ROCK FINANCIAL MANAGEMENT · EIN 13-3806691 / PN 000 | Common Collective Trust | $1.6M | 5.6% |
| WELLINGTON CFT BLENDED OPPORTUNISTI WELLINGTON TRUST COMPANY · EIN 47-3828930 / PN 001 | Common Collective Trust | $1.4M | 5.2% |
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