Form 5500 · Employee benefit plan · TOPPENISH, WA
HERITAGE UNIVERSITY
Public Form 5500 records show how HERITAGE UNIVERSITY of TOPPENISH, WA, a education employer, structures its employee benefits. Its broker of record is HUB INTERNATIONAL NORTHWEST. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 91-1160585 · plan 502 · as of Aug 2026
Plan brief
Schedule A lists 2 insured contracts covering life and disability; the largest, with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, covers 173 people.
Reported premium across the insured contracts is $80,541, with $10,134 in disclosed broker commissions — about 13% of premium.
The most recent policy period ended in June, and the plan year ends June 30. Group contracts typically renew on that annual cycle.
HUB INTERNATIONAL NORTHWEST is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Two carriers split the book: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and AFLAC.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 173 | June | $70,863 | $9,055 |
| AFLAC | — | 12 | June | $9,678 | $1,079 |
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