Form 5500 · Employee benefit plan · PROVO, UT
HERITAGE SCHOOLS, INC.
HERITAGE SCHOOLS, INC. of PROVO, UT files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is KESTRA INVESTMENT SERVICES LLC. Coverage is written through EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 87-0514958 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA | — | 75 | December | $1,325 |
Questions
Who is HERITAGE SCHOOLS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, HERITAGE SCHOOLS, INC.'s broker of record is KESTRA INVESTMENT SERVICES LLC.
What insurance carrier does HERITAGE SCHOOLS, INC. use?
HERITAGE SCHOOLS, INC.'s benefit plan is written through EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA.
When does HERITAGE SCHOOLS, INC.'s group plan renew?
The most recent Schedule A policy period for HERITAGE SCHOOLS, 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 SCHOOLS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.