Form 5500 · Employee benefit plan · IRVINE, CA
AMERICAN HERITAGE LENDING, LLC
AMERICAN HERITAGE LENDING, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through ANTHEM BLUE CROSS and 5 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-2301259 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| ANTHEM BLUE CROSS | Health | 158 | June | $48,621 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Dental, Vision, Life | 222 | June | $6,116 |
| KAISER PERMANENTE | Health | 158 | June | $863 |
| CIGNA AND OSCAR | Health | 158 | June | $66 |
| HEALTH NET | Health | 158 | June | $6 |
| UNITEDHEALTHCARE OF CALIFORNIA | Health | 158 | June | $0 |
Questions
Who is AMERICAN HERITAGE LENDING, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, AMERICAN HERITAGE LENDING, LLC's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does AMERICAN HERITAGE LENDING, LLC use?
AMERICAN HERITAGE LENDING, LLC's benefit plan is written through ANTHEM BLUE CROSS, among 6 disclosed carriers.
When does AMERICAN HERITAGE LENDING, LLC's group plan renew?
The most recent Schedule A policy period for AMERICAN HERITAGE LENDING, LLC ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from AMERICAN HERITAGE LENDING, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.