Plan Ledger DOL Form 5500 · updated monthly

Heritage Cooperative, Inc.benefits

Heritage Cooperative, Inc. · DELAWARE, OH · plan year 2024

Broker compensation reported · 2024
$36,934

Heritage Cooperative, Inc.'s benefits plans covered 511 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance brokers and agents were paid $36,934 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $72 per covered person, below the median for employer plans that report broker pay. Broker pay fell 4.6% from $38,716 in 2023.

Insurance contracts · 20244
SUN LIFE ASSURANCE COMPANY OF CANADApremiums n/a · 113 covered
ANTHEM EMPLOYEE ASSISTANCE PROGRAMpremiums n/a · 496 covered
COMMUNITY INSURANCE COMPANY · visionpremiums n/a · 823 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life ltdpremiums n/a · 511 covered
Brokers & agents paid · 20241
USI INSURANCE SERVICES LLC$36,934 · incl $19,958 fees
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 270840775 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.