Form 5500 · Employee benefit plan · BLOUNTVILLE, TN
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 WOODBURY FINANCIAL SERVICES INC. Coverage is written through VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-4968837 · plan 101 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY | — | 192 | December | $29,399 |
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 WOODBURY FINANCIAL SERVICES INC.
What insurance carrier does HERITAGE OPERATING LLC use?
HERITAGE OPERATING LLC's benefit plan is written through VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.
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.