How many benefit plans does Heartland Co-Op report on Form 5500?

Heartland Co-Op (EIN 42-0242420) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Heartland Co-Op?

The Employer Identification Number (EIN) reported for Heartland Co-Op is 42-0242420.

What is the latest Form 5500 filing year for Heartland Co-Op?

The latest loaded Form 5500 filing year for Heartland Co-Op is 2023.

Heartland Co-Op — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Co-Op (EIN 42-0242420) is a plan sponsor located in Clive, IA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 42-0242420
Location: Clive, IA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $136,990,229
Total reported liabilities (EOY): $32,861
Total reported net assets (EOY): $136,957,368

Contributions & income

Employer contributions: $5,814,726
Participant contributions: $2,620,049
Total income / additions: $27,089,701

Expenses & distributions

Benefits paid / distributions: $8,653,336
Total expenses: $8,917,570
Net increase / (decrease): $18,172,131

Coverage

Total reported participants: 1,964
Plans with financial statements: 2
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Heartland Co-Op plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Restated Contributory Retirement Plan For Cooperatives	020	1,058	$85,960,165	2023
The Restated Thrift/Profit Sharing Plan For Cooperatives	030	906	$51,030,064	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Heartland Co-Op
Year	Plan	Participants	Schedules	Filing
2023	The Restated Thrift/Profit Sharing Plan For Cooperatives	906	H, C	20241009142133NAL0018523537001
2023	The Restated Contributory Retirement Plan For Cooperatives	1,058	H, C	20250106102756NAL0012906080001