Form 5500 · Employee benefit plan · MERIDIAN, ID
UNITED HERITAGE FINANCIAL GROUP
Public Form 5500 records show how UNITED HERITAGE FINANCIAL GROUP (MERIDIAN, ID) structures its employee benefits. Its broker of record is CHAD MURRAY. Coverage is written through UNITED HERITAGE LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-0464401 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED HERITAGE LIFE INSURANCE COMPANY | Vision, Life, Disability | 117 | December | $19,602 |
| COMPSYCH CORPORATION | — | 200 | December | $0 |
Questions
Who is UNITED HERITAGE FINANCIAL GROUP's benefits broker?
Per its most recent Form 5500 Schedule A, UNITED HERITAGE FINANCIAL GROUP's broker of record is CHAD MURRAY.
What insurance carrier does UNITED HERITAGE FINANCIAL GROUP use?
UNITED HERITAGE FINANCIAL GROUP's benefit plan is written through UNITED HERITAGE LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does UNITED HERITAGE FINANCIAL GROUP's group plan renew?
The most recent Schedule A policy period for UNITED HERITAGE FINANCIAL GROUP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from UNITED HERITAGE FINANCIAL GROUP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.