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Form 5500 · Employee benefit plan · NEWNAN, GA

THE HERITAGE SCHOOL, INC.

THE HERITAGE SCHOOL, INC. of NEWNAN, GA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ERISA SERVICES INC. Coverage is written through TIAA-CREF and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 58-1077670 · plan 001 · as of Jul 2026

Participants
176
Carriers on file
2
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
TIAA-CREF66December$0
PRINCIPAL LIFE INSURANCE COMPANY110December$0

Questions

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

Per its most recent Form 5500 Schedule A, THE HERITAGE SCHOOL, INC.'s broker of record is ERISA SERVICES INC.

What insurance carrier does THE HERITAGE SCHOOL, INC. use?

THE HERITAGE SCHOOL, INC.'s benefit plan is written through TIAA-CREF, among 2 disclosed carriers.

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

The most recent Schedule A policy period for THE HERITAGE SCHOOL, 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 SCHOOL, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.