Heartland Healthcare Fund — Form 5500 plan (Board Of Trustees Of Heartland Healthcare Fund)
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 Healthcare Fund is a benefit plan reported by Board Of Trustees Of Heartland Healthcare Fund under EIN 02-0656066 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,022 participants and $48,125,701 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Heartland Healthcare Fund
- EIN
- 02-0656066
- Plan number
- 501
- Plan type
- 1
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 2,022
- End-of-year plan assets
- $48,125,701
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,022 | H, C | 20240924094852NAL0007330323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,125,701
- Total liabilities (EOY)
- $2,649,869
- Net assets (EOY)
- $45,475,832
- Net assets (BOY)
- $46,397,234
Income & contributions
- Employer contributions
- $28,464,553
- Participant contributions
- $1,617,661
- Total contributions
- $30,094,964
- Total income / additions
- $32,646,062
Expenses & distributions
- Benefits paid
- $31,231,445
- Administrative expenses
- $2,336,019
- Total expenses
- $33,567,464
- Net increase / (decrease)
- -$921,402
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilson Mcshane Corporation | NONE | $859,363 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Of Mn | NONE | $550,033 | $84,159 | 2023 |
| Express Scripts | NONE | $364,875 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Iowa | NONE | $99,903 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $96,758 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $50,050 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $46,532 | not reported in the loaded dataset | 2023 |
| Macnell Accounting & Consulting Llp | NONE | $43,857 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $41,657 | not reported in the loaded dataset | 2023 |
| Segall, Bryant & Hamill | NONE | $30,329 | not reported in the loaded dataset | 2023 |
| Romolo & Associates | NONE | $25,816 | not reported in the loaded dataset | 2023 |
| Blake & Uhlig, Pa | NONE | $20,509 | not reported in the loaded dataset | 2023 |
| Us Bank Na | NONE | $16,750 | $0 | 2023 |
| U.S. Bank | NONE | $13,921 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $10,406 | not reported in the loaded dataset | 2023 |
| Cavanagh & O'Hara, Llp | NONE | $5,919 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Heartland Healthcare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Wilson Mcshane Corporation — Schedule C compensation
- Blue Cross Blue Shield Of Mn — Schedule C compensation
- Express Scripts — Schedule C compensation
- Delta Dental Of Iowa — Schedule C compensation
- The Segal Company — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Macnell Accounting & Consulting Llp — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Segall, Bryant & Hamill — Schedule C compensation
- Romolo & Associates — Schedule C compensation
- Blake & Uhlig, Pa — Schedule C compensation
- Us Bank Na — Schedule C compensation
- U.S. Bank — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Cavanagh & O'Hara, Llp — Schedule C compensation