Form 5500 · Employee benefit plan · SHELBYVILLE, KY
HERITAGE MANAGEMENT SERVICES COMPANY
Public Form 5500 records show how HERITAGE MANAGEMENT SERVICES COMPANY (SHELBYVILLE, KY) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through THE DENTAL CONCERN, INC. and 1 other carrier. The plan's most recent policy period ended in February.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-1746325 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE DENTAL CONCERN, INC. | Dental | 122 | February | $2,456 |
| HUMANA INSURANCE COMPANY OF KENTUCKY | Dental, Vision, Life | 194 | February | $1,851 |
Questions
Who is HERITAGE MANAGEMENT SERVICES COMPANY's benefits broker?
Per its most recent Form 5500 Schedule A, HERITAGE MANAGEMENT SERVICES COMPANY's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does HERITAGE MANAGEMENT SERVICES COMPANY use?
HERITAGE MANAGEMENT SERVICES COMPANY's benefit plan is written through THE DENTAL CONCERN, INC., among 2 disclosed carriers.
When does HERITAGE MANAGEMENT SERVICES COMPANY's group plan renew?
The most recent Schedule A policy period for HERITAGE MANAGEMENT SERVICES COMPANY ended in February. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HERITAGE MANAGEMENT SERVICES COMPANY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.