PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HEARTLAND HOME SERVICES, INC.
Sponsor portfolio

HEARTLAND HOME SERVICES, INC.

EIN 82-3319060-consumer services-Latest filing 2025
Plans
2
Retirement
1
$90.6M assets
Welfare
1
$13.4M premiums
Participants
4,341
4101 SPARKS DRIVE SE - GRAND RAPIDS, MI 49546586-336-1111heartlandhomeservices.comLinkedIn1001-5000 employeesconsumer services
Plans on this EIN
2 filings
#002401k-$90.6M - 2,589 part#501Mixed-$13.4M - 2,512 lives

Benefits portfolio analytics

1 plan / $13.4M premiums / 2,512 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$12.1M
  • Prescription drug$12.1M
  • Dental$797K
  • Other$530K
  • Life$304K
Total $13.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • DELTA DENTAL OF CALIFORNIA6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY2%
Total $13.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • MARIA MCHUGH71%
  • WILLIS TOWERS WATSON US LLC25%
  • STOKES TRAVIS4%
  • MARSH & MCLENNAN AGENCY LLC0%
Total $253K4 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

HEARTLAND HOME SERVICES, INC. 401(K) PLAN

401k

Assets$90.6M
Participants2,589
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEARTLAND HOME SERVICES HEALTH AND WELFARE PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$13.4M
Covered lives2,512
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HEARTLAND HOME SERVICES, INC. 401(K) PLAN401k$90.6M2,5892025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEARTLAND HOME SERVICES HEALTH AND WELFARE PLANMixedBLUE CROSS BLUE SHIELD OF MICHIGAN$13.4M2,5122025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica