Filings through .
South Bend Heritage Foundation
EIN 23-7394320non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$354K assets
Health & Benefits
1
Participants
43
803 LINCOLNWAY WEST - SOUTH BEND, IN 466161125574-326-5158sbheritage.orgLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SOUTH BEND HERITAGE FOUNDATION 403(B) PLAN
403(b)
Assets$354K
Participants32
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SOUTH BEND HERITAGE FOUNDATION CBIN BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SOUTH BEND HERITAGE FOUNDATION 403(B) PLAN | 403(b) | $354K | 32 | 2025 |
- #001 · 403(b) · 202532
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SOUTH BEND HERITAGE FOUNDATION CBIN BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans