Heartland Healthcare Services 401(K) Retirement Plan — Form 5500 plan (Heartland Healthcare Services)
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 Services 401(K) Retirement Plan is a benefit plan reported by Heartland Healthcare Services under EIN 34-1766299 and plan number 001. The latest loaded filing year is 2023. The filing reports 393 participants and $1,837,854 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heartland Healthcare Services
- EIN
- 34-1766299
- Plan number
- 001
- Plan type
- 2
- Location
- Toledo, OH
- Latest filing year
- 2023
- Participants
- 393
- End-of-year plan assets
- $1,837,854
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 393 | H, C | 20241015143146NAL0058142114001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,837,854
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,837,854
- Net assets (BOY)
- $23,711,902
Income & contributions
- Employer contributions
- $177,174
- Participant contributions
- $693,762
- Total contributions
- $905,162
- Total income / additions
- $2,737,768
Expenses & distributions
- Benefits paid
- $24,462,296
- Administrative expenses
- $124,816
- Total expenses
- $24,611,816
- Net increase / (decrease)
- -$21,874,048
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $69,812 | $5,893 | 2023 |
| Venture Visionary Partners LLC | NONE | $54,997 | not reported in the loaded dataset | 2023 |