Plan Ledger DOL Form 5500 · updated monthly

Heritage Distribution Holdings LLCbenefits

Heritage Distribution Holdings Wrap Benefit Plan · ATLANTA, GA · plan year 2025

Broker compensation reported · 2025
$176,422

Heritage Distribution Holdings LLC's benefits plans covered 1,119 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $176,422 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $158 per covered person, below the median for employer plans that report broker pay. Broker pay rose 70% from $103,676 in 2024.

Insurance contracts · 20253
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 1,626 covered
RELIASTAR LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 1,554 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 32 covered
Brokers & agents paid · 20252
Also brokered by Mercer5
Caterpillar Inc. TX$2,036,432
V2X Inc. CO$1,841,238
Iqvia Inc. NC$1,823,161

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 871969363 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.