Plan Ledger DOL Form 5500 · updated monthly

Heritage Retirement Facilities LLCbenefits

The Heritage at Brentwood Welfare Benefit Plan · BRENTWOOD, TN · plan year 2025

Broker compensation reported · 2025
$191,274

Heritage Retirement Facilities LLC's benefits plans covered 136 active participants in 2025, providing health · life · dental · vision · short-term disability. Insurance premiums totaled $79,936. Insurance brokers and agents were paid $191,274 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 239.3% of premiums. That is $1,406 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 97% from $6,383,557 in 2024.

Insurance contracts · 20255
DELTA DENTAL OF TENNESSEE · dental$80K · 203 covered
CIGNA HEALTHCARE · health visionpremiums n/a · 136 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 170 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 67 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 72 covered
Brokers & agents paid · 20253
STREAMLINE ENT LLC DBA CANOPY NATIO$178,829 · incl $78,513 fees
SMITH III, ORMA R$2,844 · incl $167 fees
STREAMLINE ENTERPRISES LLC$9,601 · incl $339 fees

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 680532021 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.