Original filing (PDF)20250212152631NAL0020761873001

HERITAGE MUTUAL INSURANCE ASSOCIATION

Name: HERITAGE MUTUAL INSURANCE ASSOCIATION — HERITAGE MUTUAL INSURANCE ASSOCIATION 401(K) PLAN, Form 5500 (2024)
Creator: HERITAGE MUTUAL INSURANCE ASSOCIATION

Form 5500-SF

FILING_RECEIVED

HERITAGE MUTUAL INSURANCE ASSOCIATION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$507K

Net assets (EOY)

$507K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERITAGE MUTUAL INSURANCE ASSOCIATION.

Plan sponsor

Name

HERITAGE MUTUAL INSURANCE ASSOCIATION

EIN

04-2025560

Address

162 W GILLET STREET · PO BOX 288 · PRESTON, IA · 52069

Phone

(563) 412-3066

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

TRANSIT FINANCIAL, LLC

TRANSIT FINANCIAL, LLC 401(K) PLAN

$512K · 19 participants

AUTOCOMPLETE INC.

AUTOCOMPLETE 401(K) PLAN

$514K · 41 participants

SHIPPERS INSURANCE PROGRAM AGE

SHIPPERS INSURANCE PROGRAM AGE 401(K) PROFIT SHARING PLAN & TRUST

$515K · 3 participants

MANALE INSURANCE SERVICES INC

MANALE INSURANCE SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST

$494K · 7 participants

NEVADA SENIOR ADVISORS

NEVADA SENIOR ADVISORS 401(K) PLAN