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Sponsor portfolio

HEARTVIEW FOUNDATION

EIN 45-0282159-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$6.6M assets
Welfare
1
$1.8M premiums
Participants
364
101 EAST BROADWAY AVENUE - BISMARCK, ND 585013840701-222-0386heartview.orgLinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filings
#002401k-$6.6M - 213 part#501Fully Insured-$1.8M - 233 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 233 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.8M
  • Health$1.7M
  • Dental$1.7M
  • Vision$1.7M
  • Prescription drug$1.7M
  • Life$44K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • BLUE CROSS OF CALIFORNIA98%
  • AFLAC2%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • HUB INTERNATIONAL MIDWEST LIMITED84%
  • BRIDGET SCHAPP6%
  • PRONORTH INSURANCE AND OTHER AGENTS5%
  • NATHAN BUTLER CORBIN2%
  • MAK AGENCY INC1%
  • +3 more
Total $39K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HEARTVIEW FOUNDATION 401(K) PROFIT SHARING PLAN

401k

Assets$6.6M
Participants213
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEARTVIEW FOUNDATION GROUP BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF NORTH DAKOTA

Premiums$1.8M
Covered lives233
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HEARTVIEW FOUNDATION 401(K) PROFIT SHARING PLAN401k$6.6M2132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEARTVIEW FOUNDATION GROUP BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF NORTH DAKOTA$1.8M2332025
Retirement plans
Welfare plans
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