How big is South Bend Heritage Foundation's plan?

South Bend Heritage Foundation's plan reported $28K in assets and 10 participants for 2023.

Original filing (PDF)20250428160312NAL0008177651001

South Bend Heritage Foundation

Name: South Bend Heritage Foundation — South Bend Heritage, Form 5500 (2023)
Creator: South Bend Heritage Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

South Bend Heritage Foundation CBIN Benefit Plan

Health & welfare plan · South Bend Heritage Foundation's South Bend Heritage Foundation CBIN Benefit Plan held $28K in plan assets for 10 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$28K

Net assets (EOY)

$9K

People on this filing

Brett Hulse signed South Bend Heritage Foundation's 2023 Form 5500 as plan administrator.

Brett Hulse — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

South Bend Heritage Foundation's EIN is 23-7394320.

EIN 23-7394320

Plan number 501

Plan year 2023

ACK ID 20250428160312NAL0008177651001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for South Bend Heritage Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

South Bend Heritage Foundation's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTH BEND HERITAGE FOUNDATION.

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Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score