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Benefits broker of record · LUBBOCK, TX

HERITAGE RISK MANAGEMENT LLC

HERITAGE RISK MANAGEMENT LLC of LUBBOCK, TX is named as the broker of record on 10 insurance contracts in public Form 5500 Schedule A filings.

One of 3 offices of HERITAGE RISK MANAGEMENT LLC.

Contracts brokered
10
Book size
$10k–100k
Office state
TX

10 contracts on file name HERITAGE RISK MANAGEMENT LLC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.

Book profile

HERITAGE RISK MANAGEMENT LLC brokers 10 insured contracts for 9 employers, all in Texas.

Life is the largest line (5 contracts), followed by disability (4), vision (2), health (1).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (6, about 60%); UNITEDHEALTHCARE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA follow.

Renewals concentrate on January 1: 60% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

life 5 · disability 4 · vision 2 · health 1 · dental 1

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
JESSUP MANUFACTURED HOUSING, LLCWACO, TXUNITEDHEALTHCARE INSURANCE COMPANYJun 1FY2025
MADERA RESIDENTIAL, LLCLUBBOCK, TXUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
JESSUP MANUFACTURED HOUSING, LLCWACO, TXUNITED OF OMAHA LIFE INSURANCE COMPANYJun 1FY2024
JESSUP MANUFACTURED HOUSING, LLCWACO, TXUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2025
NORTON ENERGY DRILLING LLCLUBBOCK, TXUNUM LIFE INSURANCE COMPANY OF AMERICAJan 2FY2026
Subscriber access
4

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2026 on this page)

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