Plan Ledger DOL Form 5500 · updated monthly

Heritage Distribution Opco. LLCbenefits

Heritage Distribution Holdings Wrap Benefit Plan · ATLANTA, GA · plan year 2023

Broker compensation reported · 2023
$121,495

Heritage Distribution Opco. LLC's benefits plan covered 835 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $121,495 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $146 per covered person, below the median for employer plans that report broker pay.

Insurance contracts · 20233
RELIASTAR LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 1,232 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 3 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 1,256 covered
Brokers & agents paid · 20231
Also brokered by Mercer5
7-ELEVEN, Inc TX$4,238,609

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 871718047 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.