Heartland Security Insurance Group's EIN is 75-2960792.
Download the official 2024 Form 5500 (PDF) for Heartland Security Insurance Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Heartland Security Insurance Group's plan includes profit-sharing, an ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENTPLANS.COM | 80-0968774 | ADDISON, TX | NONE | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Invesco Gov&Agncy - Inst1901 2,020,389.25 par value | Mutual Funds | — | $2.0M | $2.0M | 12.2% | |
| U.S. Treasury Bill 314,000 matures 3/20/25 | Other securities | — | $300K | $308K | 1.9% | |
| U.S. Treasury Bill 307,500 matures 1/9/2025 | Other securities | — | $300K | $307K | 1.9% | |
| U.S. Treasury Note 300,000 @ 4.625% matures 2/28/26 | U.S. Treasuries | — | $300K | $301K | 1.8% | |
| Dodge & Cox Income Fund Class I 24,270.5930 shares | Mutual Funds | — | $304K | $300K | 1.8% | |
| U.S. Treasury Bill 300,000 matures 3/20/25 | Other securities | — | $290K | $297K | 1.8% | |
| U.S. Treasury Bill 300,000 matures 11/28/25 | Other securities | — | $288K | $289K | 1.7% | |
| U.S. Treasury Bill 260,000 matures 8/7/25 | Other securities | — | $249K | $254K | 1.5% | |
| U.S. Treasury Note 250,000 @ 3.5% matures 9/15/2025 | U.S. Treasuries | — | $244K | $249K | 1.5% | |
| Vanguard Short Term Bd 2,341 shares | Mutual Funds | — | $180K | $181K | 1.1% | |
| Vanguard Val Indx-Insti 1,445.6530 shares | Mutual Funds | — | $80K | $95K | 0.6% | |
| Vanguard Grwth Indx-Insti 446 shares | Mutual Funds | — | $61K | $94K | 0.6% | |
| Invesco S&P 500 Equal Weight 535 shares | Common Collective Trusts | — | $77K | $94K | 0.6% | |
| Vanguard M/C Indx-Inst 1,162.1720 shares | Mutual Funds | — | $67K | $84K | 0.5% | |
| iShares Russell 1000 255 shares | Common Collective Trusts | — | $59K | $82K | 0.5% | |
| Invesco Premier US Gov MM 10,908.94 par value | Mutual Funds | — | $11K | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
