Form 5500 · Employee benefit plan · MISSION VIEJO, CA
HERITAGE POINTE
HERITAGE POINTE's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is SAN DIEGO REGIONAL OFFICE. Coverage is written through MUTUAL OF AMERICA. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0260314 · plan 002 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| MUTUAL OF AMERICA | — | 115 | June | $0 |
Questions
Who is HERITAGE POINTE's benefits broker?
Per its most recent Form 5500 Schedule A, HERITAGE POINTE's broker of record is SAN DIEGO REGIONAL OFFICE.
What insurance carrier does HERITAGE POINTE use?
HERITAGE POINTE's benefit plan is written through MUTUAL OF AMERICA.
When does HERITAGE POINTE's group plan renew?
The most recent Schedule A policy period for HERITAGE POINTE ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HERITAGE POINTE's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.