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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 INSURAMAX INC. Coverage is written through THE DENTAL CONCERN, INC.. The plan's most recent policy period ended in February.

Benefits broker of record
INSURAMAX INC
Insurance carrier
THE DENTAL CONCERN, INC.
Plan renews
February

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-1746325 · plan 503 · as of Jul 2026

Participants
104
Carriers on file
1
Disclosed commissions
$3,622
Renewal month
February

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE DENTAL CONCERN, INC.Dental104February$3,622

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 INSURAMAX INC.

What insurance carrier does HERITAGE MANAGEMENT SERVICES COMPANY use?

HERITAGE MANAGEMENT SERVICES COMPANY's benefit plan is written through THE DENTAL CONCERN, INC..

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.