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Form 5500 · Employee benefit plan · MIDDLETOWN, MD

COMMUNITY HERITAGE FINANCIAL

COMMUNITY HERITAGE FINANCIAL of MIDDLETOWN, MD files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LR WEBBER ASSOCIATES, INC.. Coverage is written through UNITED CONCORDIA INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in November.

Benefits broker of record
Plan renews
November

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-1950225 · plan 502 · as of Jul 2026

Participants
192
Carriers on file
2
Disclosed commissions
$11,928
Renewal month
November

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED CONCORDIA INSURANCE COMPANYDental124November$10,588
FIDELITY SECURITY LIFE INSURANCEVision113November$1,340

Questions

Who is COMMUNITY HERITAGE FINANCIAL's benefits broker?

Per its most recent Form 5500 Schedule A, COMMUNITY HERITAGE FINANCIAL's broker of record is LR WEBBER ASSOCIATES, INC..

What insurance carrier does COMMUNITY HERITAGE FINANCIAL use?

COMMUNITY HERITAGE FINANCIAL's benefit plan is written through UNITED CONCORDIA INSURANCE COMPANY, among 2 disclosed carriers.

When does COMMUNITY HERITAGE FINANCIAL's group plan renew?

The most recent Schedule A policy period for COMMUNITY HERITAGE FINANCIAL ended in November. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from COMMUNITY HERITAGE FINANCIAL's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.