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Form 5500 · Employee benefit plan · FT. MYERS, FL

HERITAGE PALMS GOLF & COUNTRY CLUB

HERITAGE PALMS GOLF & COUNTRY CLUB of FT. MYERS, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is THE BALDWIN GROUP SOUTHEAST LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in September.

Benefits broker of record
Plan renews
September

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 65-0825023 · plan 501 · as of Jul 2026

Participants
104
Carriers on file
2
Disclosed commissions
$7,992
Renewal month
September

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYDental, Vision, Life, Disability106September$7,992
UNITEDHEALTHCARE INSURANCE COMPANYHealth83September$0

Questions

Who is HERITAGE PALMS GOLF & COUNTRY CLUB's benefits broker?

Per its most recent Form 5500 Schedule A, HERITAGE PALMS GOLF & COUNTRY CLUB's broker of record is THE BALDWIN GROUP SOUTHEAST LLC.

What insurance carrier does HERITAGE PALMS GOLF & COUNTRY CLUB use?

HERITAGE PALMS GOLF & COUNTRY CLUB's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does HERITAGE PALMS GOLF & COUNTRY CLUB's group plan renew?

The most recent Schedule A policy period for HERITAGE PALMS GOLF & COUNTRY CLUB ended in September. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from HERITAGE PALMS GOLF & COUNTRY CLUB's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.