Heartland Security Insurance Group Esop Plan — Form 5500 plan (Heartland Security Insurance Group)
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 Security Insurance Group Esop Plan is a benefit plan reported by Heartland Security Insurance Group under EIN 75-2960792 and plan number 001. The latest loaded filing year is 2023. The filing reports 324 participants and $16,488,336 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heartland Security Insurance Group
- EIN
- 75-2960792
- Plan number
- 001
- Plan type
- 2
- Location
- Tyler, TX
- Latest filing year
- 2023
- Participants
- 324
- End-of-year plan assets
- $16,488,336
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 324 | H, C | 20241009115157NAL0010575779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,488,336
- Total liabilities (EOY)
- $3,967
- Net assets (EOY)
- $16,484,369
- Net assets (BOY)
- $16,773,489
Income & contributions
- Employer contributions
- $482,000
- Participant contributions
- $0
- Total contributions
- $482,000
- Total income / additions
- $1,947,553
Expenses & distributions
- Benefits paid
- $2,228,955
- Administrative expenses
- $7,718
- Total expenses
- $2,236,673
- Net increase / (decrease)
- -$289,120
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retirementplans.Com | NONE | $7,717 | $0 | 2023 |