Heartland America 401(K) Plan — Form 5500 plan (Hla Usa LLC Dba Heartland America)
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 America 401(K) Plan is a benefit plan reported by Hla Usa LLC Dba Heartland America under EIN 85-1958381 and plan number 001. The latest loaded filing year is 2023. The filing reports 126 participants and $4,922,731 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hla Usa LLC Dba Heartland America
- EIN
- 85-1958381
- Plan number
- 001
- Plan type
- 2
- Location
- Chaska, MN
- Latest filing year
- 2023
- Participants
- 126
- End-of-year plan assets
- $4,922,731
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126 | H, C | 20250409115504NAL0010867587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,922,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,922,731
- Net assets (BOY)
- $4,353,966
Income & contributions
- Employer contributions
- $64,005
- Participant contributions
- $314,995
- Total contributions
- $379,000
- Total income / additions
- $1,101,642
Expenses & distributions
- Benefits paid
- $490,567
- Administrative expenses
- $38,085
- Total expenses
- $532,877
- Net increase / (decrease)
- $568,765
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $34,244 | $0 | 2023 |
| Usi Advisors, Inc. | INVESTMENT ADVISORY | $3,841 | not reported in the loaded dataset | 2023 |