2023 Form 5500 filing — Heartland Express, Inc. Of Iowa 401(K) 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 20241014164444NAL0015313923001) for Heartland Express, Inc. Of Iowa 401(K) Plan, reported by Heartland Express, Inc. Of Iowa under EIN 42-0758403 and plan number 001. It reports 2,476 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014164444NAL0015313923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heartland Express, Inc. Of Iowa
- EIN
- 42-0758403
- Plan number
- 001
- Location
- North Liberty, IA
- Participants
- 2,476
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $100,591,111
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,591,111
- Employer contributions
- $942,272
- Participant contributions
- $4,192,441
- Total income / additions
- $20,379,402
- Benefits paid
- $14,044,016
- Administrative expenses
- $108,835
- Total expenses
- $14,152,851
- Net increase / (decrease)
- $6,226,551
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $67,772 | not reported in the loaded dataset |
| Captrust | INVESTMENT ADVISOR | $52,784 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$11,716 | $0 |