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Form 5500 · Employee benefit plan · PLANO, TX

HEART TO HEART HOSPICE HOLDINGS LLC

HEART TO HEART HOSPICE HOLDINGS LLC of PLANO, TX is a 1,512-participant professional services employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is RYAN BENEFITS INC. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-2684124 · plan 506 · as of Aug 2026

Participants
1,512
Carriers on file
10
Disclosed commissions
$413,377
Renewal month
June

Plan brief

Schedule A lists 10 insured contracts covering dental, vision, life and disability; the largest, with METROPOLITAN LIFE INSURANCE COMPANY, covers 2,194 people.

Reported premium across the insured contracts is $2,687,778, with $413,377 in disclosed broker commissions — about 15% of premium.

The most recent policy period ended in June, and the plan year ends June 30. Group contracts typically renew on that annual cycle.

RYAN BENEFITS INC is the broker of record on all 10 contracts.

4 carriers appear on the filing — METROPOLITAN LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, AMERICAN HERITAGE LIFE INSURANCE COMPANY and SAFEGUARD HEALTH PLANS, INC — with METROPOLITAN LIFE INSURANCE COMPANY writing the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
UNITED OF OMAHA LIFE INSURANCE COMPANY693June$456,720$91,344
UNITED OF OMAHA LIFE INSURANCE COMPANYLife872June$467,769$84,198
METROPOLITAN LIFE INSURANCE COMPANYDental, Vision2,194June$887,486$81,239
UNITED OF OMAHA LIFE INSURANCE COMPANY688June$147,126$36,781
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability773June$324,794$32,479
AMERICAN HERITAGE LIFE INSURANCE COMPANY514June$98,039$31,129
UNITED OF OMAHA LIFE INSURANCE COMPANYLife1,659June$180,241$27,036
UNITED OF OMAHA LIFE INSURANCE COMPANY881June$107,859$26,965
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability0June$9,989$1,498
SAFEGUARD HEALTH PLANS, INCDental73June$7,755$708

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