Form 5500 · Employee benefit plan · WINTER HAVEN, FL
HERITAGE MANAGEMENT GROUP, INC.
HERITAGE MANAGEMENT GROUP, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is GIS BENEFITS. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 3 other carriers. The plan's most recent policy period ended in January.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-0309849 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Vision, Life, Disability | 518 | January | $33,348 |
| COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | — | 256 | January | $11,726 |
| THE PAUL REVERE LIFE INSURANCE COMPANY | — | 3 | January | $68 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 258 | January | $0 |
Questions
Who is HERITAGE MANAGEMENT GROUP, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, HERITAGE MANAGEMENT GROUP, INC.'s broker of record is GIS BENEFITS.
What insurance carrier does HERITAGE MANAGEMENT GROUP, INC. use?
HERITAGE MANAGEMENT GROUP, INC.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 4 disclosed carriers.
When does HERITAGE MANAGEMENT GROUP, INC.'s group plan renew?
The most recent Schedule A policy period for HERITAGE MANAGEMENT GROUP, INC. ended in January. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HERITAGE MANAGEMENT GROUP, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.