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Form 5500 · Employee benefit plan · BROOKLYN CENTER, MN

HEARTLAND EQUITY MANAGEMENT, LLC

HEARTLAND EQUITY MANAGEMENT, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 5 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-1023506 · plan 501 · as of Jul 2026

Participants
172
Carriers on file
6
Disclosed commissions
$18,141
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
LIFE INSURANCE COMPANY OF NORTH AMERICALife, Disability147December$8,800
BLUE CROSS BLUE SHIELD OF NORTH DAKOTAHealth40December$3,930
DELTA DENTAL OF MINNESOTADental68December$3,012
AFLACDental, Vision12December$1,251
METROPOLITAN LIFE INSURANCE COMPANYLife79December$1,148
EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.Vision105December$0

Questions

Who is HEARTLAND EQUITY MANAGEMENT, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, HEARTLAND EQUITY MANAGEMENT, LLC's broker of record is USI INSURANCE SERVICES LLC.

What insurance carrier does HEARTLAND EQUITY MANAGEMENT, LLC use?

HEARTLAND EQUITY MANAGEMENT, LLC's benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 6 disclosed carriers.

When does HEARTLAND EQUITY MANAGEMENT, LLC's group plan renew?

The most recent Schedule A policy period for HEARTLAND EQUITY MANAGEMENT, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from HEARTLAND EQUITY MANAGEMENT, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.