Heartland Healthcare Providers 401(K) Savings Plan — Form 5500 plan (Heartland Healthcare Providers, Inc.)
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 Providers 401(K) Savings Plan is a benefit plan reported by Heartland Healthcare Providers, Inc. under EIN 47-3209859 and plan number 001. The latest loaded filing year is 2023. The filing reports 496 participants and $3,470,592 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heartland Healthcare Providers, Inc.
- EIN
- 47-3209859
- Plan number
- 001
- Plan type
- 2
- Location
- Lenexa, KS
- Latest filing year
- 2023
- Participants
- 496
- End-of-year plan assets
- $3,470,592
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 496 | H, C | 20250902180333NAL0008634147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,470,592
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,470,592
- Net assets (BOY)
- $3,041,372
Income & contributions
- Employer contributions
- $127,128
- Participant contributions
- $482,789
- Total contributions
- $683,946
- Total income / additions
- $1,217,353
Expenses & distributions
- Benefits paid
- $743,075
- Administrative expenses
- $45,058
- Total expenses
- $788,133
- Net increase / (decrease)
- $429,220
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Farmer & Betts, Inc | CONTRACT ADMINISTRATOR | $23,452 | $1,401 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $21,606 | $0 | 2023 |
| Edward Jones | INVESTMENT ADVISORY | $0 | $14,638 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heartland Healthcare Providers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Lenexa, KS
- Farmer & Betts, Inc — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Edward Jones — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation