Heartland Dental 401k And Stock Participation Plan — Form 5500 plan (Heartland Dental, LLC)

Plain-English plan 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, Heartland Dental 401k And Stock Participation Plan is a benefit plan reported by Heartland Dental, LLC under EIN 01-0854205 and plan number 001. The latest loaded filing year is 2023. The filing reports 27,019 participants and $996,952,237 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heartland Dental, LLC
EIN
01-0854205
Plan number
001
Plan type
3
Location
Effingham, IL
Latest filing year
2023
Participants
27,019
End-of-year plan assets
$996,952,237

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202327,019H, C20241001090352NAL0006838849001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$996,952,237
Total liabilities (EOY)
$0
Net assets (EOY)
$996,952,237
Net assets (BOY)
$847,322,432

Income & contributions

Employer contributions
$2,398
Participant contributions
$77,633,192
Total contributions
$85,711,635
Total income / additions
$227,614,135

Expenses & distributions

Benefits paid
$76,082,652
Administrative expenses
$1,771,931
Total expenses
$77,984,330
Net increase / (decrease)
$149,629,805

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$1,728,181$02023
Fiduciary Advisors IncNONE$42,500not reported in the loaded dataset2023
Martin Hood LLCNONE$27,500not reported in the loaded dataset2023

Related Form 5500 pages