Plan Ledger DOL Form 5500 · updated monthly

Heritage Management Services, Inc.benefits

Heritage Management Services Health & Welfare Plans · ALBUQUERQUE, NM · plan year 2023

Broker compensation reported · 2023
$77,925

Heritage Management Services, Inc.'s benefits plan covered 175 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $77,925 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $445 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20235
METROPOLITAN LIFE INSURANCE COMPANY · dental vision life std ltdpremiums n/a · 296 covered
HCC LIFE INSURANCE COMPANY · health stop-losspremiums n/a · 101 covered
COMBINED INSURANCE · healthpremiums n/a · 52 covered
METLIFE LEGAL PLANSpremiums n/a · 21 covered
GEN DIGITAL, INC.premiums n/a · 30 covered
Brokers & agents paid · 202310
BIA BENEFITS CONSULTING LLC$31,576
GIS BENEFITS, INC$15,245 · incl $2,940 fees
BIA BENEFITS CONSULTING$16,751
BOON-CHAPMAN BENEFIT ADMINISTRATORS$9,046 · incl $9,046 fees
GIS NATIONAL$1,146
BIG BENEFIT CORP$56
INSPIRED ASSOCIATES$48
Individual agent · names withheld$48

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Bia Benefits Consulting LLC5
Immec Inc. GA$35,078

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 621433786 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.