Form 5500 · Employee benefit plan · WASHINGTON, DC
THE HERITAGE FOUNDATION
THE HERITAGE FOUNDATION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is KELLY & ASSOCIATES INSURANCE GROUP. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-7327730 · plan 505 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 300 | June | $32,535 |
Questions
Who is THE HERITAGE FOUNDATION's benefits broker?
Per its most recent Form 5500 Schedule A, THE HERITAGE FOUNDATION's broker of record is KELLY & ASSOCIATES INSURANCE GROUP.
What insurance carrier does THE HERITAGE FOUNDATION use?
THE HERITAGE FOUNDATION's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA.
When does THE HERITAGE FOUNDATION's group plan renew?
The most recent Schedule A policy period for THE HERITAGE FOUNDATION ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE HERITAGE FOUNDATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.