Plan Ledger DOL Form 5500 · updated monthly

Heritage Management Services Companybenefits

Heritage Management Services Company Employee Benefit Plan · SHELBYVILLE, KY · plan year 2024

Broker compensation reported · 2024
$5,473

Heritage Management Services Company's benefits plans covered 194 active participants in 2024, providing life · dental · vision · death benefits. Insurance brokers and agents were paid $5,473 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 fell 28% from $7,556 in 2023.

Insurance contracts · 20242
HUMANA INSURANCE COMPANY OF KENTUCKY · dental vision lifepremiums n/a · 194 covered
THE DENTAL CONCERN, INC. · dentalpremiums n/a · 122 covered
Brokers & agents paid · 20241
USI INSURANCE SERVICES LLC$5,473 · incl $1,164 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 201746325 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.