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  2. HEARTLAND COMMUNITIES, LLC
Sponsor portfolio

HEARTLAND COMMUNITIES, LLC

EIN 81-3245597-Latest filing 2025
Plans
2
Retirement
1
$5.4M assets
Welfare
1
$2.4M premiums
Participants
621
51 WEST CENTER STREET, SUITE 600 - OREM, UT 84054801-824-4258
Plans on this EIN
2 filings
#001401k-$5.4M - 297 part#501Fully Insured-$2.4M - 443 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 443 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Dental$2.4M
  • Vision$2.4M
  • Life$2.4M
  • Short-term disability$2.4M
  • Prescription drug$2.4M
  • +1 more
Total $2.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $2.4M1 slice

Broker market share

Schedule A broker compensation

Split broker
60%top
  • IMA, INC.60%
  • DIVERSIFIED INSURANCE GROUP40%
Total $134K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HAVENPARK 401(K) RETIREMENT PLAN

401k

Assets$5.4M
Participants297
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEARTLAND COMMUNITIES, LLC HEALTH AND WELFARE WRAP PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.4M
Covered lives443
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HAVENPARK 401(K) RETIREMENT PLAN401k$5.4M2972024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEARTLAND COMMUNITIES, LLC HEALTH AND WELFARE WRAP PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.4M4432025
Retirement plans
Welfare plans
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