Plan Ledger DOL Form 5500 · updated monthly

Heritage Management Group, Inc.benefits

Heritage Management Group Welfare Plan · WINTER HAVEN, FL · plan year 2024

Broker compensation reported · 2024
$101,019

Heritage Management Group, Inc.'s benefits plans covered 518 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $101,019 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $195 per covered person, above the median for employer plans that report broker pay. Broker pay fell 68% from $316,016 in 2023.

Insurance contracts · 20244
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drugpremiums n/a · 258 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · dental vision life std ltdpremiums n/a · 518 covered
Brokers & agents paid · 202412
USI INSURANCE SERVICES LLC$50,872 · incl $47,648 fees
THE BALDWIN GROUP SE, LLC$6,399 · incl $6,399 fees
JAMES R. NELLIGAN AND OTHER AGENTS$3,893 · incl $334 fees
ANDERSON BENEFIT SOLUTIONS$1,918 · incl $557 fees
CHOICE BENEFITS SOLUTIONS, LLC$1,487 · incl $864 fees
FMCY CONSULTANT, LLC$1,075
JAQUELYN LORETTA CARTER$1,019
THE MEEHAN AGENCY, LLC$996 · incl $75 fees
HEIL BUSINESS SOLUTIONS CORPORATION$5
COACH CONCEPTS, INC.$1
Also brokered by Gis Benefits, Inc.5
Constellis, LLC VA$650,698

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 200309849 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.