Benefits brokerage · 3 offices
HERITAGE RISK MANAGEMENT LLC
HERITAGE RISK MANAGEMENT LLC is named as the broker of record on 14 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| LUBBOCK | TX | 10 |
| AMARILLO | TX | 3 |
| No city on file | — | 1 |
Book profile
HERITAGE RISK MANAGEMENT LLC brokers 14 insured contracts for 13 employers, all in Texas.
Life is the largest line (7 contracts), followed by vision (5), dental (4), disability (4).
UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (6, about 43%); PRINCIPAL LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, MEDICAL AIR SERVICES ASSOCIATION, INC. follow.
Renewals concentrate on January 1: 71% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
- Texas14
Contracts by line.
life 7 · vision 5 · dental 4 · disability 4 · health 3
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| JESSUP MANUFACTURED HOUSING, LLC | WACO, TX | LUBBOCK, TX | UNITEDHEALTHCARE INSURANCE COMPANY | Jun 1FY2025 |
| MADERA RESIDENTIAL, LLC | LUBBOCK, TX | LUBBOCK, TX | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| NEUROSURGICAL ASSOCIATES, LLP | LUBBOCK, TX | AMARILLO, TX | PRINCIPAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| JESSUP MANUFACTURED HOUSING, LLC | WACO, TX | AMARILLO, TX | RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| JESSUP MANUFACTURED HOUSING, LLC | WACO, TX | LUBBOCK, TX | UNITED OF OMAHA LIFE INSURANCE COMPANY | Jun 1FY2024 |
more employers in HERITAGE RISK MANAGEMENT LLC's book
See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)