Plan Ledger DOL Form 5500 · updated monthly

Heartland Equity Management, LLCbenefits

Heartland Equity Management, LLC Health and Welfare Plan · BROOKLYN CENTER, MN · plan year 2024

Broker compensation reported · 2024
$19,758

Heartland Equity Management, LLC's benefits plans covered 147 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $19,758 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $134 per covered person, below the median for employer plans that report broker pay. Broker pay rose 44% from $13,713 in 2023.

Insurance contracts · 20246
DELTA DENTAL OF MINNESOTA · dentalpremiums n/a · 68 covered
METROPOLITAN LIFE INSURANCE COMPANY · lifepremiums n/a · 79 covered
AFLAC · dental vision stdpremiums n/a · 12 covered
BLUE CROSS BLUE SHIELD OF NORTH DAKOTA · health drug ppopremiums n/a · 40 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · life std ltdpremiums n/a · 147 covered
Brokers & agents paid · 20245
USI INSURANCE SERVICES LLC$16,595 · incl $650 fees
BENEFIT STRATEGIES GROUP, INC.$945
KEITH A. OLSON AND OTHER AGENTS$182
GALLAGHER BENEFIT SERVICES, INC.$824 · incl $824 fees
6 individual agents · names withheld$1,212

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Usi5
The Faison Center VA$1,640,677

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 471023506 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.