Benefits broker of record · CHARITON, IA
MIDWEST HERITAGE INS SVCS
MIDWEST HERITAGE INS SVCS of CHARITON, IA is named as the broker of record on 23 insurance contracts in public Form 5500 Schedule A filings.
23 contracts on file name MIDWEST HERITAGE INS SVCS 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
MIDWEST HERITAGE INS SVCS brokers 23 insured contracts for 2 employers, all in Iowa.
Vision is the largest line (14 contracts), followed by life (3), dental (1).
AMERITAS LIFE INSURANCE CORP. writes the most contracts in the book (15, about 65%); AMERICAN HERITAGE LIFE INSURANCE COMPANY, ALLSTATE BENEFITS, ALLSTATE BENEFITS - CANCER follow.
Renewals concentrate on August 1: 83% of the dated welfare contracts have policy years ending in July, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
- AMERITAS LIFE INSURANCE CORP.15
- AMERICAN HERITAGE LIFE INSURANCE COMPANY4
- ALLSTATE BENEFITS3
- ALLSTATE BENEFITS - CANCER1
Counted by each employer's own state. Largest first.
- Iowa23
Contracts by line.
vision 14 · life 3 · dental 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| HY-VEE, INC. | WEST DES MOINES, IA | AMERITAS LIFE INSURANCE CORP. | Aug 1FY2025 |
| HY-VEE, INC. | WEST DES MOINES, IA | AMERITAS LIFE INSURANCE CORP. | Aug 1FY2025 |
| HY-VEE, INC. | WEST DES MOINES, IA | AMERITAS LIFE INSURANCE CORP. | Aug 1FY2025 |
| HY-VEE, INC. | WEST DES MOINES, IA | AMERITAS LIFE INSURANCE CORP. | Aug 1FY2025 |
| HY-VEE, INC. | WEST DES MOINES, IA | AMERICAN HERITAGE LIFE INSURANCE COMPANY | Aug 1FY2025 |
more employer in MIDWEST HERITAGE INS SVCS's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both