Heartland Express, Inc. Of Iowa 401(K) Plan — Form 5500 plan (Heartland Express, Inc. Of Iowa)

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 Express, Inc. Of Iowa 401(K) Plan is a benefit plan reported by Heartland Express, Inc. Of Iowa under EIN 42-0758403 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,476 participants and $100,591,111 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heartland Express, Inc. Of Iowa
EIN
42-0758403
Plan number
001
Plan type
2
Location
North Liberty, IA
Latest filing year
2023
Participants
2,476
End-of-year plan assets
$100,591,111

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,476H, C20241014164444NAL0015313923001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$100,591,111
Total liabilities (EOY)
$0
Net assets (EOY)
$100,591,111
Net assets (BOY)
$94,364,560

Income & contributions

Employer contributions
$942,272
Participant contributions
$4,192,441
Total contributions
$5,295,482
Total income / additions
$20,379,402

Expenses & distributions

Benefits paid
$14,044,016
Administrative expenses
$108,835
Total expenses
$14,152,851
Net increase / (decrease)
$6,226,551

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$67,772not reported in the loaded dataset2023
CaptrustINVESTMENT ADVISOR$52,784not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$11,716$02023

Related Form 5500 pages