Form 5500 · Employee benefit plan · PROVO, UT
HERITAGE SCHOOL, INC.
HERITAGE SCHOOL, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is FRED A. MORETON & COMPANY. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 87-0514958 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 170 | December | $11,350 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 191 | December | $1,601 |
| BLOMQUIST HALE CONSULTING, INC. | — | 388 | December | $0 |
Questions
Who is HERITAGE SCHOOL, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, HERITAGE SCHOOL, INC.'s broker of record is FRED A. MORETON & COMPANY.
What insurance carrier does HERITAGE SCHOOL, INC. use?
HERITAGE SCHOOL, INC.'s benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does HERITAGE SCHOOL, INC.'s group plan renew?
The most recent Schedule A policy period for HERITAGE SCHOOL, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HERITAGE SCHOOL, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.