Form 5500 · Employee benefit plan · DOWNEY, CA
HERITAGE DISTRIBUTING, INC.
Public Form 5500 records show how HERITAGE DISTRIBUTING, INC. (DOWNEY, CA) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-2544578 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Vision, Life, Disability | 556 | May | $38,220 |
Questions
Who is HERITAGE DISTRIBUTING, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, HERITAGE DISTRIBUTING, INC.'s broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does HERITAGE DISTRIBUTING, INC. use?
HERITAGE DISTRIBUTING, INC.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA.
When does HERITAGE DISTRIBUTING, INC.'s group plan renew?
The most recent Schedule A policy period for HERITAGE DISTRIBUTING, INC. ended in May. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HERITAGE DISTRIBUTING, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.