2023 Form 5500 filing — Heartland Security Insurance Group 401(K) Plan And Trust
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 20240924103110NAL0004615923001) for Heartland Security Insurance Group 401(K) Plan And Trust, reported by Heartland Security Insurance Group, Inc. under EIN 75-2960792 and plan number 002. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$19.3MReported net assets$19,329,438
Participants276
Provider compensation$51.7K2 Schedule C row(s)$51,681
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240924103110NAL0004615923001
- Plan sponsor
- Heartland Security Insurance Group, Inc.
- EIN
- 75-2960792
- Plan number
- 002
- Location
- Tyler, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$19.3M total assets
Net assets$19.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $19,329,438
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,329,438
- Employer contributions
- $100,000
- Participant contributions
- $1,059,569
- Total income / additions
- $3,903,097
- Benefits paid
- $3,330,783
- Administrative expenses
- $53,439
- Total expenses
- $3,384,222
- Net increase / (decrease)
- $518,875
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services LLC | ADVISOR | $27,966 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $23,715 | not reported in the loaded dataset |