Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$865K
- Dental$104K
- Life$52K
- Long-term disability$47K
Sponsor portfolio
HEART OF AMERICA MANAGEMENT LLC
EIN 32-0052825Latest filing 2025
Plans
2
Retirement
1
$16.1M assets
Welfare
1
$1.1M premiums
Participants
1,484
1501 RIVER DR - MOLINE, IL 612651307309-743-3271
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 345 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- BLUE CROSS OF CALIFORNIA81%
- METROPOLITAN LIFE INSURANCE COMPANY10%
- UNITED OF OMAHA LIFE INSURANCE COMPANY9%
Broker market share
Schedule A broker compensation
64%top
- COTTINGHAM & BUTLER64%
- HUB INTERNATIONAL MIDWEST LIMITED21%
- GIS BENEFITS INC15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HEART OF AMERICA 401(K) PLAN
401k
Assets$16.1M
Participants1,231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HEART OF AMERICA GROUP HEALTH INSURANCE PLAN
Fully Insured - BLUE CROSS CLUE SHIELD OF ILLINOIS
Premiums$1.1M
Covered lives345
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HEART OF AMERICA 401(K) PLAN | 401k | $16.1M | 1,231 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEART OF AMERICA GROUP HEALTH INSURANCE PLAN | Fully Insured | BLUE CROSS CLUE SHIELD OF ILLINOIS | $1.1M | 345 | 2025 |
Retirement plans
Welfare plans