Form 5500 · Employee benefit plan · ELKHART, IN
HERITAGE FINANCIAL GROUP, INC.
HERITAGE FINANCIAL GROUP, INC. of ELKHART, IN files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Coverage is written through VOYA RETIREMENT INSURANCE & ANNUITY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 35-1517239 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | — | 113 | December | $0 |
Questions
What insurance carrier does HERITAGE FINANCIAL GROUP, INC. use?
HERITAGE FINANCIAL GROUP, INC.'s benefit plan is written through VOYA RETIREMENT INSURANCE & ANNUITY.
When does HERITAGE FINANCIAL GROUP, INC.'s group plan renew?
The most recent Schedule A policy period for HERITAGE FINANCIAL GROUP, 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 FINANCIAL GROUP, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.