Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Prescription drug$1.2M
- Vision$97K
- Life$97K
- Long-term disability$97K
- Other$97K
- +1 more
Sponsor portfolioTH
HEARTLAND CREDIT UNION
EIN 39-0716655financial servicesLatest filing 2025
Plans
2
Retirement
1
$8.8M assets
Welfare
1
$1.4M premiums
Participants
220
5325 HIGH CROSSING BLVD - MADISON, WI 53718608-268-7310heartlandcu.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 173 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- QUARTZ HEALTH BENEFIT PLANS CORPORATION88%
- PRINCIPAL LIFE INSURANCE COMPANY7%
- DELTA DENTAL OF CALIFORNIA5%
Broker market share
Schedule A broker compensation
88%top
- DIGITAL INSURANCE LLC88%
- CENTRO BENEFITS RESEARCH LLC12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#022
HEARTLAND CREDIT UNION CASH BALANCE RETIREMENT PENSION PLAN
CashBalance
Assets$8.8M
Participants99
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HEARTLAND CREDIT UNION WELFARE BENEFITS PLAN
Fully Insured - QUARTZ HEALTH BENEFIT PLANS CORPORATION
Premiums$1.4M
Covered lives173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 022 | HEARTLAND CREDIT UNION CASH BALANCE RETIREMENT PENSION PLAN | CashBalance | $8.8M | 99 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEARTLAND CREDIT UNION WELFARE BENEFITS PLAN | Fully Insured | QUARTZ HEALTH BENEFIT PLANS CORPORATION | $1.4M | 173 | 2025 |
Retirement plans
Welfare plans