Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$23.6M
Filings through .
Top hat
Heartland Security Insurance Group, Inc.
EIN 75-2960792insuranceLatest filing 2025
Plans
4
Retirement
2
$42.0M assets
Health & Benefits
2
$2.6M premiums
Participants
1,360
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $42.0M assets / 618 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $2.6M premiums / 741 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Dental$2.3M
- Vision$2.3M
- Life$280K
- Long-term disability$280K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
HEARTLAND SECURITY INSURANCE GROUP 401(K) PLAN AND TRUST
401(k)
Assets$23.6M
Participants313
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
HEARTLAND SECURITY INSURANCE GROUP ESOP PLAN
ESOP
Assets$18.5M
Participants305
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#553
HEARTLAND SECURITY INSURANCE GROUP
Fully insured - BLUE CROSS BLUE SHIELD OF TEXAS
Premiums$2.3M
Covered lives506
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
HEARTLAND SECURITY INSURANCE GROUP
Fully insured - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$280K
Covered lives235
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | HEARTLAND SECURITY INSURANCE GROUP 401(K) PLAN AND TRUST | 401(k) | $23.6M | 313 | 2025 |
| #001 | HEARTLAND SECURITY INSURANCE GROUP ESOP PLAN | ESOP | $18.5M | 305 | 2025 |
- #002 · 401(k) · 2025313
- #001 · ESOP · 2025305
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #553 | HEARTLAND SECURITY INSURANCE GROUP | Fully insured | BLUE CROSS BLUE SHIELD OF TEXAS | $2.3M | 506 | 2025 |
| #501 | HEARTLAND SECURITY INSURANCE GROUP | Fully insured | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $280K | 235 | 2025 |
- #553 · Fully insured · BLUE CROSS BLUE SHIELD OF TEXAS · 2025506
- #501 · Fully insured · GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025235
Retirement plans
Health & Benefits plans