Form 5500 · Employee benefit plan · MESA, AZ
HERITAGE ACADEMY
HERITAGE ACADEMY's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is CBIZ BENEFITS AND INS SERVICES INC. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 86-0757062 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision, Life | 654 | December | $18,589 |
Questions
Who is HERITAGE ACADEMY's benefits broker?
Per its most recent Form 5500 Schedule A, HERITAGE ACADEMY's broker of record is CBIZ BENEFITS AND INS SERVICES INC.
What insurance carrier does HERITAGE ACADEMY use?
HERITAGE ACADEMY's benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY.
When does HERITAGE ACADEMY's group plan renew?
The most recent Schedule A policy period for HERITAGE ACADEMY ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HERITAGE ACADEMY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.