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Sponsor portfolio

HEARTLAND AUTOMOTIVE, LLC

EIN 35-2026865-automotive-Latest filing 2024
Plans
2
Retirement
1
$13.1M assets
Welfare
1
$176K premiums
Participants
945
300 S WARREN DR - GREENCASTLE, IN 46135765-653-4263hauto.netLinkedIn1001-5000 employeesautomotive
Plans on this EIN
2 filings
#001401k-$13.1M - 719 part#501Mixed-$176K - 532 lives

Benefits portfolio analytics

1 plan / $176K premiums / 532 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$122K
  • Short-term disability$122K
  • Long-term disability$122K
  • Other$122K
  • Vision$55K
Total $176K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • SYMETRA LIFE INSURANCE COMPANY69%
  • VISION SERVICE PLAN31%
Total $176K2 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • MJ INSURANCE77%
  • JAMES R NELLIGAN & ASSOCIATES LLC23%
Total $30K2 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 AUTOMOTIVE 401(K) SAVINGS PLAN

401k

Assets$13.1M
Participants719
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEARTLAND AUTOMOTIVE, LLC EMPLOYEE BENEFIT PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$176K
Covered lives532
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HEARTLAND AUTOMOTIVE 401(K) SAVINGS PLAN401k$13.1M7192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEARTLAND AUTOMOTIVE, LLC EMPLOYEE BENEFIT PLANMixedSYMETRA LIFE INSURANCE COMPANY$176K5322024
Retirement plans
Welfare plans
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