2023 Form 5500 filing — Heartland LLC Wrap Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729090535NAL0029523776001) for Heartland LLC Wrap Plan, reported by Heartland LLC under EIN 81-1798176 and plan number 505. It reports 905 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).
Filing snapshot
- EFAST2 acknowledgement
- 20240729090535NAL0029523776001
- Plan sponsor
- Heartland LLC
- EIN
- 81-1798176
- Plan number
- 505
- Location
- Kansas City, MO
- Received date
- not reported in the loaded dataset
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Umr, Inc. | CLAIMS PROCESSING | $220,182 | $3,310 |
| Employee Benefits Corporation | CLAIMS PROCESSING | $2,009 | not reported in the loaded dataset |