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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. Coverage is written through UNITED HERITAGE LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Insurance carrier
UNITED HERITAGE LIFE INSURANCE COMPANY
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-0464401 · plan 002 · as of Jul 2026

Participants
227
Carriers on file
1
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED HERITAGE LIFE INSURANCE COMPANY—202December$0

Questions

What insurance carrier does UNITED HERITAGE FINANCIAL GROUP use?

UNITED HERITAGE FINANCIAL GROUP's benefit plan is written through UNITED HERITAGE LIFE INSURANCE COMPANY.

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.