Form 5500 · Employee benefit plan · FAIRFAX, VA
FIRST HERITAGE MORTGAGE, LLC
Public Form 5500 records show how FIRST HERITAGE MORTGAGE, LLC (FAIRFAX, VA) structures its employee benefits. Its broker of record is HERBERT VALENTINE KELLY. Coverage is written through NORTHWESTERN MUTUAL and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 54-1822464 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL | Life, Disability | 192 | December | $14,648 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Dental, Vision | 179 | December | $14,593 |
| CONTINENTAL AMERICAN INSURANCE COMPANY | — | 25 | December | $3,311 |
| LEGAL RESOURCES | — | 33 | December | $443 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 286 | December | $0 |
Questions
Who is FIRST HERITAGE MORTGAGE, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, FIRST HERITAGE MORTGAGE, LLC's broker of record is HERBERT VALENTINE KELLY.
What insurance carrier does FIRST HERITAGE MORTGAGE, LLC use?
FIRST HERITAGE MORTGAGE, LLC's benefit plan is written through NORTHWESTERN MUTUAL, among 5 disclosed carriers.
When does FIRST HERITAGE MORTGAGE, LLC's group plan renew?
The most recent Schedule A policy period for FIRST HERITAGE MORTGAGE, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from FIRST HERITAGE MORTGAGE, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.