Form 5500 · Employee benefit plan · DELAWARE, OH
HERITAGE COOPERATIVE, INC.
Public Form 5500 records show how HERITAGE COOPERATIVE, INC. (DELAWARE, OH) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through UNITED OF OMAHA 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 27-0840775 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 511 | December | $9,670 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | — | 113 | December | $7,306 |
| ANTHEM EMPLOYEE ASSISTANCE PROGRAM | — | 496 | December | $0 |
| COMMUNITY INSURANCE COMPANY | Vision | 823 | December | $0 |
Questions
Who is HERITAGE COOPERATIVE, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, HERITAGE COOPERATIVE, INC.'s broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does HERITAGE COOPERATIVE, INC. use?
HERITAGE COOPERATIVE, INC.'s benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does HERITAGE COOPERATIVE, INC.'s group plan renew?
The most recent Schedule A policy period for HERITAGE COOPERATIVE, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HERITAGE COOPERATIVE, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.