Plan5500

Heartland Security Insurance Group 401(K) Plan And Trust — Form 5500 plan (Heartland Security Insurance Group, 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 Security Insurance Group 401(K) Plan And Trust is a benefit plan reported by Heartland Security Insurance Group, Inc. under EIN 75-2960792 and plan number 002. The latest loaded filing year is 2023. The filing reports 276 participants and $19,329,438 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heartland Security Insurance Group, Inc.
EIN
75-2960792
Plan number
002
Plan type
2
Location
Tyler, TX
Latest filing year
2023
Participants
276
End-of-year plan assets
$19,329,438

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023276H, C20240924103110NAL0004615923001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,329,438
Total liabilities (EOY)
$0
Net assets (EOY)
$19,329,438
Net assets (BOY)
$18,810,563

Income & contributions

Employer contributions
$100,000
Participant contributions
$1,059,569
Total contributions
$1,196,743
Total income / additions
$3,903,097

Expenses & distributions

Benefits paid
$3,330,783
Administrative expenses
$53,439
Total expenses
$3,384,222
Net increase / (decrease)
$518,875

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Investment Services LLCADVISOR$27,966not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$23,715not reported in the loaded dataset2023

Related Form 5500 pages