Form 5500 · Employee benefit plan · TAMPA, FL
HERITAGE INSURANCE HOLDINGS, INC
HERITAGE INSURANCE HOLDINGS, INC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 7 other carriers. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-0694063 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 367 | August | $31,702 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 433 | August | $16,380 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 229 | August | $13,099 |
| SYMETRA LIFE INSURANCE COMPANY | — | 127 | August | $12,769 |
| VISION SERVICE PLAN | Vision | 442 | August | $5,690 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 434 | August | $3,795 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 403 | August | $1,807 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 434 | August | $1,397 |
Questions
Who is HERITAGE INSURANCE HOLDINGS, INC's benefits broker?
Per its most recent Form 5500 Schedule A, HERITAGE INSURANCE HOLDINGS, INC's broker of record is MERCER HEALTH AND BENEFITS, LLC.
What insurance carrier does HERITAGE INSURANCE HOLDINGS, INC use?
HERITAGE INSURANCE HOLDINGS, INC's benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 8 disclosed carriers.
When does HERITAGE INSURANCE HOLDINGS, INC's group plan renew?
The most recent Schedule A policy period for HERITAGE INSURANCE HOLDINGS, INC ended in August. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HERITAGE INSURANCE HOLDINGS, INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.