Plan Ledger DOL Form 5500 · updated monthly

The Heritage Groupbenefits

The Heritage Group Disability Benefits Plan · INDIANAPOLIS, IN · plan year 2023

Broker compensation reported · 2023
$192,974

The Heritage Group's benefits plans covered 0 active participants in 2023, providing short-term disability · long-term disability · other. Insurance brokers and agents were paid $192,974 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage.

Insurance contracts · 20235
UNUM LIFE INSURANCE COMPANY OF AMERICA · std ltdpremiums n/a · 3,684 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · stdpremiums n/a · 124 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 1,981 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 3,033 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 3,721 covered
Brokers & agents paid · 20232
FIRST PERSON INC$4,368
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 351448549 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.