Form 5500 · Employee benefit plan · ST JOSEPH, MO
HERZOG CONTRACTING CORPORATION
The filing calls this plan HERZOG CONTRACTING CORPORATION BTA PLAN.
Public Form 5500 records show how HERZOG CONTRACTING CORPORATION of ST JOSEPH, MO, a construction employer, structures its employee benefits. Its broker of record is IMA, INC.. Coverage is written through HARTFORD LIFE AND ACCIDENT. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 43-0918005 · plan 503 · plan year 2025, filed Oct 14, 2025
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How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
2 contracts on this filing do not say which benefits they cover, so a line above may be insured by one of them.
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
The filing declares health. Health appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on one of the 2 contracts here that do not say what they cover.
Reported premium across the insured contracts is $1,500, with $226 in disclosed broker commissions — about 15% 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.
IMA, INC. is the broker of record on all 2 contracts.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| HARTFORD LIFE AND ACCIDENT | — | 91 | Jul 1, 2025 | $750 | $113 |
| HARTFORD LIFE AND ACCIDENT | — | 137 | Jul 1, 2025 | $750 | $113 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 252 employees, 2 recordable cases, 0 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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