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Form 5500 · Employee benefit plan · CLAY CITY, KY

HERITAGE MILLWORKS, LLC DBA POWELL VALLEY MILLWORK

HERITAGE MILLWORKS, LLC DBA POWELL VALLEY MILLWORK of CLAY CITY, KY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH & MCLENNAN-J SMITH-LEXINGTON. Coverage is written through ANTHEM HEALTH PLANS OF KENTUCKY, INC. and 2 other carriers. The plan's most recent policy period ended in March.

Benefits broker of record
Plan renews
March

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-4340824 · plan 501 · as of Jul 2026

Participants
192
Carriers on file
3
Disclosed commissions
$48,369
Renewal month
March

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
ANTHEM HEALTH PLANS OF KENTUCKY, INC.Health, Dental, Vision209March$31,967
HARTFORD LIFE AND ACCIDENTLife, Disability253March$10,720
AMERICAN HERITAGE LIFE INSURANCE COMPANY46March$5,682

Questions

Who is HERITAGE MILLWORKS, LLC DBA POWELL VALLEY MILLWORK's benefits broker?

Per its most recent Form 5500 Schedule A, HERITAGE MILLWORKS, LLC DBA POWELL VALLEY MILLWORK's broker of record is MARSH & MCLENNAN-J SMITH-LEXINGTON.

What insurance carrier does HERITAGE MILLWORKS, LLC DBA POWELL VALLEY MILLWORK use?

HERITAGE MILLWORKS, LLC DBA POWELL VALLEY MILLWORK's benefit plan is written through ANTHEM HEALTH PLANS OF KENTUCKY, INC., among 3 disclosed carriers.

When does HERITAGE MILLWORKS, LLC DBA POWELL VALLEY MILLWORK's group plan renew?

The most recent Schedule A policy period for HERITAGE MILLWORKS, LLC DBA POWELL VALLEY MILLWORK ended in March. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from HERITAGE MILLWORKS, LLC DBA POWELL VALLEY MILLWORK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.