Sponsor portfolio
SOUTH BEND HERITAGE FOUNDATION
EIN 23-7394320non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$354K assets
Welfare
1
Participants
43
803 LINCOLNWAY WEST - SOUTH BEND, IN 466161125574-326-5158sbheritage.orgLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOUTH BEND HERITAGE FOUNDATION 403(B) PLAN
403b
Assets$354K
Participants32
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
SOUTH BEND HERITAGE FOUNDATION CBIN BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTH BEND HERITAGE FOUNDATION 403(B) PLAN | 403b | $354K | 32 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTH BEND HERITAGE FOUNDATION CBIN BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans