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Form 5500 · Employee benefit plan · GRAND HAVEN, MI

HERITAGE PROPERTY MANAGEMENT, INC.

HERITAGE PROPERTY MANAGEMENT, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is SCOTT M. SETTLE. Coverage is written through PRIORITY HEALTH and 4 other carriers. The plan's most recent policy period ended in May.

Benefits broker of record
Insurance carrier
Plan renews
May

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 38-2950738 · plan 501 · as of Jul 2026

Participants
127
Carriers on file
5
Disclosed commissions
$71,315
Renewal month
May

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRIORITY HEALTHHealth273May$54,958
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANYLife46May$7,381
DELTA DENTAL OF MICHIGANDental329May$6,308
PRIORITY HEALTH INSURANCE COMPANYHealth6May$1,579
EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.Vision320May$1,089

Questions

Who is HERITAGE PROPERTY MANAGEMENT, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, HERITAGE PROPERTY MANAGEMENT, INC.'s broker of record is SCOTT M. SETTLE.

What insurance carrier does HERITAGE PROPERTY MANAGEMENT, INC. use?

HERITAGE PROPERTY MANAGEMENT, INC.'s benefit plan is written through PRIORITY HEALTH, among 5 disclosed carriers.

When does HERITAGE PROPERTY MANAGEMENT, INC.'s group plan renew?

The most recent Schedule A policy period for HERITAGE PROPERTY MANAGEMENT, INC. ended in May. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from HERITAGE PROPERTY MANAGEMENT, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.