Plan Ledger DOL Form 5500 · updated monthly

Heritage Capital Corporationbenefits

Heritage Capital Corporation Group Insurance Plan · DALLAS, TX · plan year 2025

Broker compensation reported · 2025
$21,147

Heritage Capital Corporation's benefits plans covered 748 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $21,147 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $28 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 89% from $11,161 in 2024.

Insurance contracts · 20254
HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 748 covered
RELIASTAR LIFE INSURANCE COMPANYpremiums n/a · 293 covered
FIRST STOP HEALTH, LLCpremiums n/a · 786 covered
Brokers & agents paid · 20252
GALLAGHER BENEFIT SERVICES, INC.$18,464 · incl $3,395 fees
ADP, INC.$2,683 · incl $2,683 fees
Also brokered by Gallagher5
Prisma Health SC$2,123,789

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 751399826 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.