2023 Form 5500 filing — Heartland Security Insurance Group 401(K) Plan And Trust
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 20240924103110NAL0004615923001) for Heartland Security Insurance Group 401(K) Plan And Trust, reported by Heartland Security Insurance Group, Inc. under EIN 75-2960792 and plan number 002. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924103110NAL0004615923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heartland Security Insurance Group, Inc.
- EIN
- 75-2960792
- Plan number
- 002
- Location
- Tyler, TX
- Participants
- 276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,329,438
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,329,438
- Employer contributions
- $100,000
- Participant contributions
- $1,059,569
- Total income / additions
- $3,903,097
- Benefits paid
- $3,330,783
- Administrative expenses
- $53,439
- Total expenses
- $3,384,222
- Net increase / (decrease)
- $518,875
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services LLC | ADVISOR | $27,966 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $23,715 | not reported in the loaded dataset |