Heartland LLC Wrap Plan — Form 5500 plan (Heartland LLC)
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 LLC Wrap Plan is a benefit plan reported by Heartland LLC under EIN 81-1798176 and plan number 505. The latest loaded filing year is 2023. The filing reports 905 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)Not reported
Participants905Covered participants reported
Assets / participantNot reported
Provider compensation$225.5K2 Schedule C provider row(s)$225,501
- Plan sponsor
- Heartland LLC
- EIN
- 81-1798176
- Plan number
- 505
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 905 | C | 20240729090535NAL0029523776001 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr, Inc. | CLAIMS PROCESSING | $220,182 | $3,310 | 2023 |
| Employee Benefits Corporation | CLAIMS PROCESSING | $2,009 | not reported in the loaded dataset | 2023 |