Form 5500 · Employee benefit plan · LUBBOCK, TX
J F HERITAGE LLC
J F HERITAGE LLC of LUBBOCK, TX files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is HERITAGE RISK MANAGEMENT, AN ALERA. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-4182083 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Dental | 63 | November | $2,349 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 34 | November | $1,197 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Vision | 60 | November | $622 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 129 | November | $519 |
Questions
Who is J F HERITAGE LLC's benefits broker?
Per its most recent Form 5500 Schedule A, J F HERITAGE LLC's broker of record is HERITAGE RISK MANAGEMENT, AN ALERA.
What insurance carrier does J F HERITAGE LLC use?
J F HERITAGE LLC's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does J F HERITAGE LLC's group plan renew?
The most recent Schedule A policy period for J F HERITAGE LLC ended in November. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from J F HERITAGE LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.