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Form 5500 · Employee benefit plan · HINESVILLE, GA

HERITAGE SOUTHEAST BANK

HERITAGE SOUTHEAST BANK of HINESVILLE, GA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LPL FINANCIAL CORPORATION. Coverage is written through NATIONWIDE LIFE INSURANCE COMPANY. The plan's most recent policy period ended in May.

Benefits broker of record
Plan renews
May

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 58-0659995 · plan 005 · as of Jul 2026

Participants
268
Carriers on file
1
Disclosed commissions
$0
Renewal month
May

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
NATIONWIDE LIFE INSURANCE COMPANY0May$0

Questions

Who is HERITAGE SOUTHEAST BANK's benefits broker?

Per its most recent Form 5500 Schedule A, HERITAGE SOUTHEAST BANK's broker of record is LPL FINANCIAL CORPORATION.

What insurance carrier does HERITAGE SOUTHEAST BANK use?

HERITAGE SOUTHEAST BANK's benefit plan is written through NATIONWIDE LIFE INSURANCE COMPANY.

When does HERITAGE SOUTHEAST BANK's group plan renew?

The most recent Schedule A policy period for HERITAGE SOUTHEAST BANK ended in May. Group plans typically renew on the same annual cycle.

Where does this data come from?

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