Plan Ledger DOL Form 5500 · updated monthly

United Heritage Financial Groupbenefits

United Heritage Financial Group Health & Welfare Plan · MERIDIAN, ID · plan year 2025

Broker compensation reported · 2025
$19,602

United Heritage Financial Group's benefits plans covered 117 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $19,602 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $168 per covered person, below the median for employer plans that report broker pay. Broker pay fell 19% from $24,061 in 2024.

Insurance contracts · 20252
COMPSYCH CORPORATIONpremiums n/a · 200 covered
UNITED HERITAGE LIFE INSURANCE COMPANY · vision life std ltdpremiums n/a · 117 covered
Brokers & agents paid · 20251
CHAD MURRAY$19,602
Also brokered by Chad Murray2

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 820464401 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.