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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. Coverage is written through SYMETRA LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in October.

Benefits broker of record
Plan renews
October

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-2856813 · plan 501 · as of Jul 2026

Participants
661
Carriers on file
5
Disclosed commissions
$42,299
Renewal month
October

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SYMETRA LIFE INSURANCE COMPANYLife, Disability546October$23,308
HUMANA INSURANCE COMPANYDental, Vision271October$12,940
USABLE LIFELife, Disability566January$3,922
COMPBENEFITS COMPANYDental68October$2,129
UNITEDHEALTHCARE INSURANCE COMPANYHealth264October$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.

What insurance carrier does HEARTHSTONE SENIOR COMMUNITIES, INC. use?

HEARTHSTONE SENIOR COMMUNITIES, INC.'s benefit plan is written through SYMETRA LIFE INSURANCE COMPANY, among 5 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 October. 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.