Form 5500 · Employee benefit plan · DALLAS, TX
HERITAGE CAPITAL CORPORATION
Public Form 5500 records show how HERITAGE CAPITAL CORPORATION (DALLAS, TX) structures its employee benefits. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through RELIASTAR LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 75-1399826 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| RELIASTAR LIFE INSURANCE COMPANY | — | 202 | December | $8,875 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 712 | December | $0 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 855 | December | $0 |
| FIRST STOP HEALTH, LLC | — | 770 | December | $0 |
Questions
Who is HERITAGE CAPITAL CORPORATION's benefits broker?
Per its most recent Form 5500 Schedule A, HERITAGE CAPITAL CORPORATION's broker of record is GALLAGHER BENEFIT SERVICES, INC..
What insurance carrier does HERITAGE CAPITAL CORPORATION use?
HERITAGE CAPITAL CORPORATION's benefit plan is written through RELIASTAR LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does HERITAGE CAPITAL CORPORATION's group plan renew?
The most recent Schedule A policy period for HERITAGE CAPITAL CORPORATION ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HERITAGE CAPITAL CORPORATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.