2023 Form 5500 filing — Heartland Dental 401k And Stock Participation Plan
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 20241001090352NAL0006838849001) for Heartland Dental 401k And Stock Participation Plan, reported by Heartland Dental, LLC under EIN 01-0854205 and plan number 001. It reports 27,019 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001090352NAL0006838849001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Heartland Dental, LLC
- EIN
- 01-0854205
- Plan number
- 001
- Location
- Effingham, IL
- Participants
- 27,019
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $996,952,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $996,952,237
- Employer contributions
- $2,398
- Participant contributions
- $77,633,192
- Total income / additions
- $227,614,135
- Benefits paid
- $76,082,652
- Administrative expenses
- $1,771,931
- Total expenses
- $77,984,330
- Net increase / (decrease)
- $149,629,805
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $1,728,181 | $0 |
| Fiduciary Advisors Inc | NONE | $42,500 | not reported in the loaded dataset |
| Martin Hood LLC | NONE | $27,500 | not reported in the loaded dataset |