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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 CUMBERLAND VALLEY INS. MANAGEMENT. Coverage is written through COMPANION LIFE INSURANCE COMPANY. The plan's most recent policy period ended in February.

Benefits broker of record
CUMBERLAND VALLEY INS. MANAGEMENT
Insurance carrier
COMPANION LIFE INSURANCE COMPANY
Plan renews
February

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-1746325 · plan 504 · as of Jul 2026

Participants
196
Carriers on file
1
Disclosed commissions
$2,142
Renewal month
February

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
COMPANION LIFE INSURANCE COMPANYLife196February$2,142

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 CUMBERLAND VALLEY INS. MANAGEMENT.

What insurance carrier does HERITAGE MANAGEMENT SERVICES COMPANY use?

HERITAGE MANAGEMENT SERVICES COMPANY's benefit plan is written through COMPANION LIFE INSURANCE COMPANY.

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.