Original filing (PDF)20250408094545NAL0035435346001

HEARTLAND GROUP INSURANCE AGENCY INC.

Name: HEARTLAND GROUP INSURANCE AGENCY INC. — HEARTLAND GROUP INSURANCE AGENCY INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HEARTLAND GROUP INSURANCE AGENCY INC.

Form 5500-SF

FILING_RECEIVED

HEARTLAND GROUP INSURANCE AGENCY INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$407K

Net assets (EOY)

$407K

Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEARTLAND GROUP INSURANCE AGENCY INC..

Plan sponsor

Name

HEARTLAND GROUP INSURANCE AGENCY INC.

EIN

43-1844094all filings

Address

603 S WESTWOOD BLVD · POPLAR BLUFF, MO · 63901

Phone

(573) 785-3138

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator