Form 5500 · Employee benefit plan · WEST PALM BEACH, FL
HEARTHSTONE SENIOR COMMUNITIES, INC.
Public Form 5500 records show how HEARTHSTONE SENIOR COMMUNITIES, INC. (WEST PALM BEACH, FL) structures its employee benefits. Its broker of record is MARSH AND MCLENNAN AGENCY, LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-2856813 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 565 | December | $102,058 | $20,236 |
| HEALTH OPTIONS, INC. | Health | 107 | December | $306,502 | $0 |
Questions
Who is HEARTHSTONE SENIOR COMMUNITIES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, HEARTHSTONE SENIOR COMMUNITIES, INC.'s broker of record is MARSH AND MCLENNAN AGENCY, LLC.
What insurance carrier does HEARTHSTONE SENIOR COMMUNITIES, INC. use?
HEARTHSTONE SENIOR COMMUNITIES, INC.'s benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does HEARTHSTONE SENIOR COMMUNITIES, INC.'s group plan renew?
The most recent Schedule A policy period for HEARTHSTONE SENIOR COMMUNITIES, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HEARTHSTONE SENIOR COMMUNITIES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.