Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$51K
- Short-term disability$46K
- Life$13K
- Other$13K
Sponsor portfolio
HEARTLAND ALLIANCE HEALTH
EIN 36-3775696non-profit organization managementLatest filing 2025
Plans
4
Retirement
1
$6.8M assets
Welfare
3
$2.3M premiums
Participants
379
4730 N. WINTHROP - CHICAGO, IL 60640312-896-7807heartlandalliance.orgLinkedIn1001-5000 employeesnon-profit organization management
Benefits portfolio analytics
3 plans / $2.3M premiums / 298 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
87%top
- MARSH & MCLENNAN AGENCY LLC87%
- THE JAMES B OSWALD COMPANY9%
- CENTRO BENEFITS RESEARCH LLC4%
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 ALLIANCE HEALTH 401(K) SAVINGS PLAN
401k
Assets$6.8M
Participants133
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HEARTLAND ALLIANCE HEALTH MEDICAL PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$2.2M
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
HEARTLAND ALLIANCE HEALTH LIFE & DISABILITY PLAN
Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$111K
Covered lives74
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
HEARTLAND ALLIANCE HEALTH DENTAL PLAN
Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$39K
Covered lives84
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HEARTLAND ALLIANCE HEALTH 401(K) SAVINGS PLAN | 401k | $6.8M | 133 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEARTLAND ALLIANCE HEALTH MEDICAL PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $2.2M | 140 | 2024 | |
| 503 | HEARTLAND ALLIANCE HEALTH LIFE & DISABILITY PLAN | Fully Insured | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $111K | 74 | 2025 | |
| 502 | HEARTLAND ALLIANCE HEALTH DENTAL PLAN | Fully Insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $39K | 84 | 2024 |
Retirement plans
Welfare plans