Form 5500 · Employee benefit plan · INDIANAPOLIS, IN
THE HERITAGE GROUP
THE HERITAGE GROUP of INDIANAPOLIS, IN files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MERCER HEALTH & BENEFITS - IND. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 3 other carriers. The plan's most recent policy period ended in January.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 35-1448549 · plan 504 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Disability | 3,684 | January | $27,068 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 124 | January | $16,811 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 1,981 | January | $12,468 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 3,033 | January | $2,678 |
Questions
Who is THE HERITAGE GROUP's benefits broker?
Per its most recent Form 5500 Schedule A, THE HERITAGE GROUP's broker of record is MERCER HEALTH & BENEFITS - IND.
What insurance carrier does THE HERITAGE GROUP use?
THE HERITAGE GROUP's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 4 disclosed carriers.
When does THE HERITAGE GROUP's group plan renew?
The most recent Schedule A policy period for THE HERITAGE GROUP ended in January. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE HERITAGE GROUP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.