Form 5500 · Employee benefit plan · MIDDLETOWN, MD
COMMUNITY HERITAGE FINANCIAL, INC.
Public Form 5500 records show how COMMUNITY HERITAGE FINANCIAL, INC. (MIDDLETOWN, MD) structures its employee benefits. Its broker of record is R TODD GRANDY. Coverage is written through NORTHWESTERN MUTAL and 2 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-1950225 · plan 503 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| NORTHWESTERN MUTAL | Disability | 168 | November | $29,820 | $4,189 |
| NORTHWESTERN MUTAL | — | 168 | November | $61,305 | $3,871 |
| NORTHWESTERN MUTAL | Life | 168 | November | $44,653 | $3,342 |
Questions
Who is COMMUNITY HERITAGE FINANCIAL, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, COMMUNITY HERITAGE FINANCIAL, INC.'s broker of record is R TODD GRANDY.
What insurance carrier does COMMUNITY HERITAGE FINANCIAL, INC. use?
COMMUNITY HERITAGE FINANCIAL, INC.'s benefit plan is written through NORTHWESTERN MUTAL, among 3 disclosed carriers.
When does COMMUNITY HERITAGE FINANCIAL, INC.'s group plan renew?
The most recent Schedule A policy period for COMMUNITY HERITAGE FINANCIAL, INC. 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, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.