Form 5500 · Employee benefit plan · FREDERICKSBURG, VA
HERITAGE OPERATING, LLC
HERITAGE OPERATING, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is DUANE KING. Coverage is written through BLUECROSS BLUESHIELD OF TENNESSEE, INC. and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-4968837 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF TENNESSEE, INC. | Health, Dental, Vision | 284 | December | $25,619 |
| PRINCIPAL LIFE INSURANCE COMPANY | Life, Disability | 349 | December | $9,662 |
Questions
Who is HERITAGE OPERATING, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, HERITAGE OPERATING, LLC's broker of record is DUANE KING.
What insurance carrier does HERITAGE OPERATING, LLC use?
HERITAGE OPERATING, LLC's benefit plan is written through BLUECROSS BLUESHIELD OF TENNESSEE, INC., among 2 disclosed carriers.
When does HERITAGE OPERATING, LLC's group plan renew?
The most recent Schedule A policy period for HERITAGE OPERATING, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HERITAGE OPERATING, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.