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Sponsor portfolioTH

HEARTLAND FAMILY SERVICE

EIN 47-0390618-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$13.3M assets
Welfare
1
$3.0M premiums
Participants
802
2101 S. 42ND STREET - OMAHA, NE 68105402-552-7400heartlandfamilyservice.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#003401k-$13.3M - 514 part#501Fully Insured-$3.0M - 441 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 441 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Dental$162K
  • Long-term disability$65K
  • Other$63K
  • Short-term disability$55K
  • Life$40K
  • +1 more
Total $3.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • MEDICA INSURANCE COMPANY88%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
  • DELTA DENTAL OF CALIFORNIA5%
  • EYEMED VISION CARE1%
Total $3.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • INSGROUP INC76%
  • FIRST INSURANCE GROUP LLC24%
Total $95K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

HEARTLAND FAMILY SERVICE RETIREMENT PLAN

401k

Assets$13.3M
Participants514
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEARTLAND FAMILY SERVICE HEALTH & WELFARE PLAN

Fully Insured - MEDICA INSURANCE COMPANY

Premiums$3.0M
Covered lives441
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003HEARTLAND FAMILY SERVICE RETIREMENT PLAN401k$13.3M5142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEARTLAND FAMILY SERVICE HEALTH & WELFARE PLANFully InsuredMEDICA INSURANCE COMPANY$3.0M4412025
Retirement plans
Welfare plans
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