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Sponsor portfolioTH

HEARTLAND BANK

EIN 31-4159950-banking-Latest filing 2025
Plans
2
Retirement
1
$27.6M assets
Welfare
1
$1.4M premiums
Participants
612
430 NORTH HAMILTON ROAD - WHITEHALL, OH 43213614-259-5835heartland.bankLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#001401k-$27.6M - 323 part#501Mixed-$1.4M - 289 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 289 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Vision$81K
  • Life$28K
  • Long-term disability$4K
  • Other$1K
  • Short-term disability$329
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • MEDICAL MUTUAL92%
  • SUPERIOR DENTAL CARE5%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • OPOC INSURANCE SERVICES LLC88%
  • REB CONSULTING, INC.7%
  • BENEFIT MALL3%
  • EDWARD D SOMMER1%
  • BENEFITMALL1%
Total $48K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HEARTLAND BANK 401(K) PROFIT SHARING PLAN

401k

Assets$27.6M
Participants323
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEARTLAND BANK EMPLOYEE BENEFIT PLAN

Mixed - MEDICAL MUTUAL

Premiums$1.4M
Covered lives289
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HEARTLAND BANK 401(K) PROFIT SHARING PLAN401k$27.6M3232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEARTLAND BANK EMPLOYEE BENEFIT PLANMixedMEDICAL MUTUAL$1.4M2892025
Retirement plans
Welfare plans
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