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Sponsor portfolioTH

HEARTLAND SECURITY INSURANCE GROUP, INC.

EIN 75-2960792-insurance-Latest filing 2025
Plans
4
Retirement
2
$40.1M assets
Welfare
2
$2.6M premiums
Participants
1,374
501 SHELLEY DR - TYLER, TX 75701903-561-1900heartlandsig.comLinkedIn201-500 employeesinsurance
Plans on this EIN
4 filings
#002401k-$23.6M - 313 part#001ESOP-$16.6M - 319 part#553Fully Insured-$2.3M - 506 lives#501Fully Insured-$280K - 235 lives

Retirement portfolio analytics

2 plans aggregated / $40.1M assets / 632 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • PLAN AND TRUST (#002)59%
  • INSURANCE GROUP ESOP (#001)41%
Total $40.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INSURANCE GROUP ESOP (#001)319
  • PLAN AND TRUST (#002)313
Total 632Click row to drill in

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
Total $2.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
Total $2.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HIBBS-HALLMARK & COMPANY100%
Total $173K1 slice

Plan deep-dives

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

HEARTLAND SECURITY INSURANCE GROUP 401(K) PLAN AND TRUST

401k

Assets$23.6M
Participants313
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HEARTLAND SECURITY INSURANCE GROUP ESOP PLAN

ESOP

Assets$16.6M
Participants319
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#553

HEARTLAND SECURITY INSURANCE GROUP

Fully Insured - BLUE CROSS BLUE SHIELD OF TEXAS

Premiums$2.3M
Covered lives506
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

HEARTLAND SECURITY INSURANCE GROUP

Fully Insured - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$280K
Covered lives235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HEARTLAND SECURITY INSURANCE GROUP 401(K) PLAN AND TRUST401k$23.6M3132025
001HEARTLAND SECURITY INSURANCE GROUP ESOP PLANESOP$16.6M3192024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
553HEARTLAND SECURITY INSURANCE GROUPFully InsuredBLUE CROSS BLUE SHIELD OF TEXAS$2.3M5062025
501HEARTLAND SECURITY INSURANCE GROUPFully InsuredGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$280K2352025
Retirement plans
Welfare plans
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