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Form 5500 · Employee benefit plan · SOUTH BURLINGTON, VT

THE HERITAGE AUTOMOTIVE GROUP, INC.

Public Form 5500 records show how THE HERITAGE AUTOMOTIVE GROUP, INC. (SOUTH BURLINGTON, VT) structures its employee benefits. Its broker of record is DIGITAL INSURANCE INC.. Coverage is written through BLUE CROSS BLUE SHIELD OF VERMONT and 4 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 03-0284529 · plan 518 · as of Aug 2026

Participants
268
Carriers on file
5
Disclosed commissions
$80,054
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
BLUE CROSS BLUE SHIELD OF VERMONTHealth, Vision334December$4,003,900$55,500
UNITED OF OMAHA LIFE INSURANCE COMPANYLife, Disability257December$98,498$14,775
DELTA DENTAL PLAN OF VERMONT, INC.Dental334December$170,171$6,542
METROPOLITAN LIFE INSURANCE COMPANYLife75December$13,366$1,989
VISION SERVICE PLANVision126December$24,713$1,248

Questions

Who is THE HERITAGE AUTOMOTIVE GROUP, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, THE HERITAGE AUTOMOTIVE GROUP, INC.'s broker of record is DIGITAL INSURANCE INC..

What insurance carrier does THE HERITAGE AUTOMOTIVE GROUP, INC. use?

THE HERITAGE AUTOMOTIVE GROUP, INC.'s benefit plan is written through BLUE CROSS BLUE SHIELD OF VERMONT, among 5 disclosed carriers.

When does THE HERITAGE AUTOMOTIVE GROUP, INC.'s group plan renew?

The most recent Schedule A policy period for THE HERITAGE AUTOMOTIVE GROUP, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from THE HERITAGE AUTOMOTIVE GROUP, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.