Heartman Agency, Inc.

Frederick D. Banfield CEO

1635 GREENVIEW DR SW, ROCHESTER, MN 55902

1635 GREENVIEW DR SW, ROCHESTER, MN 55902 View Map

Form 5500

1635 Greenview Drive Southwest, Rochester, Mn 55902 (507) 288-3834 EIN:41-0944000 Plan Admin:Lisabeth Manning

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameHEARTMAN AGENCY, INC. 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY71 / 0 Assets BOY/EOY$7,102,152 / $0	2023	HEARTMAN AGENCY, INC. 401(K) PLAN AND TRUST - Plan #001	71 / 0	$7,102,152 / $0
2022	Plan NameHEARTMAN AGENCY, INC. 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY77 / 70 Assets BOY/EOY$8,179,520 / $7,102,152	2022	HEARTMAN AGENCY, INC. 401(K) PLAN AND TRUST - Plan #001	77 / 70	$8,179,520 / $7,102,152
2021	Plan NameHEARTMAN AGENCY, INC. 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY76 / 76 Assets BOY/EOY$6,738,246 / $8,179,520	2021	HEARTMAN AGENCY, INC. 401(K) PLAN AND TRUST - Plan #001	76 / 76	$6,738,246 / $8,179,520
2020	Plan NameHEARTMAN AGENCY, INC. 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY80 / 76 Assets BOY/EOY$5,602,171 / $6,738,246	2020	HEARTMAN AGENCY, INC. 401(K) PLAN AND TRUST - Plan #001	80 / 76	$5,602,171 / $6,738,246
2019	Plan NameHEARTMAN AGENCY, INC. 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY63 / 79 Assets BOY/EOY$4,459,341 / $5,602,171	2019	HEARTMAN AGENCY, INC. 401(K) PLAN AND TRUST - Plan #001	63 / 79	$4,459,341 / $5,602,171

Benefit & Retirement Plans based on Form 5500.

PPP Loans

1635 Greenview Dr SW, ROCHESTER, MN 55902-4215 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
04/07/2020	Approved$746,200 Forgiven$751,693 LenderMerchants Bank, National Association Jobs54	04/07/2020	$746,200	$751,693	Merchants Bank, National Association	54

PPP Loans based on Paycheck Protection Program.

Address Match:1635 Greenview Dr Sw Rochester, MN

Heartman Insurance Registered in Minnesota	Rochester, MN		View Report
Heartman Agency, Inc. Registered in Montana	Helena, MT Rochester, MN		View Report

Related Business Names:

Al Heartman Agency, Inc. Registered in Missouri	Jefferson City, MO Rochester, MN		View Report

Person/City Match:Frederick D Banfield - Rochester, MN

1635 Greenview Dr LLC Registered in Minnesota	Rochester, MN		View Report
Swede Lake Trust LLC Registered in Minnesota	Rochester, MN		View Report

Street Match:Greenview Dr Sw Rochester, MN

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The following government agencies have contributed data:

Office of the Minnesota Secretary of State U.S. Department of Labor U.S. Small Business Administration

Company Summary