2023 Form 5500 filing — Heartland Healthcare Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240924094852NAL0007330323001) for Heartland Healthcare Fund, reported by Board Of Trustees Of Heartland Healthcare Fund under EIN 02-0656066 and plan number 501. It reports 2,022 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924094852NAL0007330323001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Heartland Healthcare Fund
- EIN
- 02-0656066
- Plan number
- 501
- Location
- Bloomington, MN
- Participants
- 2,022
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,125,701
- Total liabilities (EOY)
- $2,649,869
- Net assets (EOY)
- $45,475,832
- Employer contributions
- $28,464,553
- Participant contributions
- $1,617,661
- Total income / additions
- $32,646,062
- Benefits paid
- $31,231,445
- Administrative expenses
- $2,336,019
- Total expenses
- $33,567,464
- Net increase / (decrease)
- -$921,402
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilson Mcshane Corporation | NONE | $859,363 | not reported in the loaded dataset |
| Blue Cross Blue Shield Of Mn | NONE | $550,033 | $84,159 |
| Express Scripts | NONE | $364,875 | not reported in the loaded dataset |
| Delta Dental Of Iowa | NONE | $99,903 | not reported in the loaded dataset |
| The Segal Company | NONE | $96,758 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $50,050 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $46,532 | not reported in the loaded dataset |
| Macnell Accounting & Consulting Llp | NONE | $43,857 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $41,657 | not reported in the loaded dataset |
| Segall, Bryant & Hamill | NONE | $30,329 | not reported in the loaded dataset |
| Romolo & Associates | NONE | $25,816 | not reported in the loaded dataset |
| Blake & Uhlig, Pa | NONE | $20,509 | not reported in the loaded dataset |
| Us Bank Na | NONE | $16,750 | $0 |
| U.S. Bank | NONE | $13,921 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $10,406 | not reported in the loaded dataset |
| Cavanagh & O'Hara, Llp | NONE | $5,919 | not reported in the loaded dataset |