Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$284K
- Other$96K
- Life$79K
- Long-term disability$79K
- Vision$36K
Sponsor portfolioTH
HEARTLAND FINANCIAL USA, INC.
EIN 42-1405748financial servicesLatest filing 2025
Plans
2
Retirement
1
$318.2M assets
Welfare
1
$415K premiums
Participants
2,753
1398 CENTRAL AVE. - DUBUQUE, IA 52001563-589-2000heartlandcommercialfinance.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $415K premiums / 735 covered livesCarrier market share
Premium dollars by Schedule A carrier
68%top
- MEDICAL ASSOCIATES HEALTH PLANS68%
- UNUM LIFE INSURANCE COMPANY OF AMERICA19%
- VISION SERVICE PLAN9%
- RELIASTAR LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
100%top
- COTTINGHAM & BUTLER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HTLF RETIREMENT PLAN
401k
Assets$318.2M
Participants2,753
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HEARTLAND FINANCIAL USA, INC.
Mixed - MEDICAL ASSOCIATES HEALTH PLANS
Premiums$415K
Covered lives735
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HTLF RETIREMENT PLAN | 401k | $318.2M | 2,753 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEARTLAND FINANCIAL USA, INC. | Mixed | MEDICAL ASSOCIATES HEALTH PLANS | $415K | 735 | 2025 |
Retirement plans
Welfare plans