Form 5500 · Employee benefit plan · BRENTWOOD, TN
HERITAGE RETIREMENT FACILITIES LLC
HERITAGE RETIREMENT FACILITIES LLC of BRENTWOOD, TN is a 154-participant health care and social assistance employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is STREAMLINE ENT LLC DBA CANOPY NATIO. Coverage is written through CIGNA HEALTHCARE and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 68-0532021 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 5 insured contracts covering health, dental, vision, life and disability; the largest, with CIGNA HEALTHCARE, covers 136 people.
Reported premium across the insured contracts is $1,467,982, with $15,162 in disclosed broker commissions — about 1% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
STREAMLINE ENT LLC DBA CANOPY NATIO is the broker of record on 2 of the 5 contracts; the rest name a different broker or none.
3 carriers appear on the filing — CIGNA HEALTHCARE, UNUM LIFE INSURANCE COMPANY OF AMERICA and DELTA DENTAL OF TENNESSEE — with CIGNA HEALTHCARE writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| DELTA DENTAL OF TENNESSEE | Dental | 203 | December | $80,455 | $8,028 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 72 | December | $226,050 | $3,098 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 170 | December | $27,512 | $3,086 |
| CIGNA HEALTHCARE | Health, Vision | 136 | December | $1,113,599 | $950 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 67 | December | $20,366 | — |
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