THE HERITAGE GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE HERITAGE GROUP LIFE & ACCIDENT INSURANCE BENEFIT PLAN
401k plan membership statisitcs for THE HERITAGE GROUP LIFE & ACCIDENT INSURANCE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2022: THE HERITAGE GROUP LIFE & ACCIDENT INSURANCE BENEFIT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 3,190 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3,530 |
| Total of all active and inactive participants | 2022-01-01 | 3,530 |
| Total participants | 2022-01-01 | 3,530 |
| 2021: THE HERITAGE GROUP LIFE & ACCIDENT INSURANCE BENEFIT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 3,061 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3,190 |
| Total of all active and inactive participants | 2021-01-01 | 3,190 |
| Total participants | 2021-01-01 | 3,190 |
| 2020: THE HERITAGE GROUP LIFE & ACCIDENT INSURANCE BENEFIT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 3,053 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3,061 |
| Total of all active and inactive participants | 2020-01-01 | 3,061 |
| 2019: THE HERITAGE GROUP LIFE & ACCIDENT INSURANCE BENEFIT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 2,880 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3,053 |
| Total of all active and inactive participants | 2019-01-01 | 3,053 |
| Total participants | 2019-01-01 | 3,053 |
| 2018: THE HERITAGE GROUP LIFE & ACCIDENT INSURANCE BENEFIT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 2,457 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2,880 |
| Total of all active and inactive participants | 2018-01-01 | 2,880 |
| Total participants | 2018-01-01 | 2,880 |
| 2017: THE HERITAGE GROUP LIFE & ACCIDENT INSURANCE BENEFIT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 2,076 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2,457 |
| Total of all active and inactive participants | 2017-01-01 | 2,457 |
| Total participants | 2017-01-01 | 2,457 |
| 2016: THE HERITAGE GROUP LIFE & ACCIDENT INSURANCE BENEFIT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 2,327 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2,076 |
| Total of all active and inactive participants | 2016-01-01 | 2,076 |
| Total participants | 2016-01-01 | 2,076 |
| 2015: THE HERITAGE GROUP LIFE & ACCIDENT INSURANCE BENEFIT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2,269 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2,327 |
| Total of all active and inactive participants | 2015-01-01 | 2,327 |
| Total participants | 2015-01-01 | 0 |
| 2014: THE HERITAGE GROUP LIFE & ACCIDENT INSURANCE BENEFIT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 2,108 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2,269 |
| Total of all active and inactive participants | 2014-01-01 | 2,269 |
| Total participants | 2014-01-01 | 0 |
| 2013: THE HERITAGE GROUP LIFE & ACCIDENT INSURANCE BENEFIT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 1,800 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2,108 |
| Total of all active and inactive participants | 2013-01-01 | 2,108 |
| Total participants | 2013-01-01 | 0 |
| 2012: THE HERITAGE GROUP LIFE & ACCIDENT INSURANCE BENEFIT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 1,642 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,800 |
| Total of all active and inactive participants | 2012-01-01 | 1,800 |
| Total participants | 2012-01-01 | 0 |
| 2011: THE HERITAGE GROUP LIFE & ACCIDENT INSURANCE BENEFIT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 1,633 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,642 |
| Total of all active and inactive participants | 2011-01-01 | 1,642 |
| Total participants | 2011-01-01 | 1,642 |
| 2009: THE HERITAGE GROUP LIFE & ACCIDENT INSURANCE BENEFIT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 1,795 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,800 |
| Total of all active and inactive participants | 2009-01-01 | 1,800 |
| Total participants | 2009-01-01 | 1,800 |
| 2022: THE HERITAGE GROUP LIFE & ACCIDENT INSURANCE BENEFIT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Mulitple employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: THE HERITAGE GROUP LIFE & ACCIDENT INSURANCE BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Mulitple employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: THE HERITAGE GROUP LIFE & ACCIDENT INSURANCE BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Mulitple employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: THE HERITAGE GROUP LIFE & ACCIDENT INSURANCE BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Mulitple employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: THE HERITAGE GROUP LIFE & ACCIDENT INSURANCE BENEFIT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Mulitple employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: THE HERITAGE GROUP LIFE & ACCIDENT INSURANCE BENEFIT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Mulitple employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: THE HERITAGE GROUP LIFE & ACCIDENT INSURANCE BENEFIT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Mulitple employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: THE HERITAGE GROUP LIFE & ACCIDENT INSURANCE BENEFIT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Mulitple employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: THE HERITAGE GROUP LIFE & ACCIDENT INSURANCE BENEFIT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Mulitple employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: THE HERITAGE GROUP LIFE & ACCIDENT INSURANCE BENEFIT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Mulitple employer plan |
| 2013-01-01 | Submission has been amended | Yes |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: THE HERITAGE GROUP LIFE & ACCIDENT INSURANCE BENEFIT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Mulitple employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: THE HERITAGE GROUP LIFE & ACCIDENT INSURANCE BENEFIT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Mulitple employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: THE HERITAGE GROUP LIFE & ACCIDENT INSURANCE BENEFIT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Mulitple employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 413307 |
| Policy instance | 1 |
| Insurance contract or identification number | 413307 | | Number of Individuals Covered | 3530 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2023-01-01 | | Total amount of commissions paid to insurance broker | USD $120,714 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $1,752,506 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $120,714 | | Insurance broker organization code? | 4 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 413307 |
| Policy instance | 1 |
| Insurance contract or identification number | 413307 | | Number of Individuals Covered | 3190 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2022-01-01 | | Total amount of commissions paid to insurance broker | USD $-43,885 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $6,073,267 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $74,791 | | Insurance broker organization code? | 4 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 413307 |
| Policy instance | 1 |
| Insurance contract or identification number | 413307 | | Number of Individuals Covered | 3061 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2021-01-01 | | Total amount of commissions paid to insurance broker | USD $89,686 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $93,266 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $89,686 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 413307 |
| Policy instance | 1 |
| Insurance contract or identification number | 413307 | | Number of Individuals Covered | 3053 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2020-01-01 | | Total amount of commissions paid to insurance broker | USD $126,927 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $1,407,240 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $126,927 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 413307 |
| Policy instance | 1 |
| Insurance contract or identification number | 413307 | | Number of Individuals Covered | 2880 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2019-01-01 | | Total amount of commissions paid to insurance broker | USD $128,238 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $1,404,991 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $128,238 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 413307 |
| Policy instance | 1 |
| Insurance contract or identification number | 413307 | | Number of Individuals Covered | 2457 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2018-01-01 | | Total amount of commissions paid to insurance broker | USD $129,372 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $1,158,686 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $129,372 | | Insurance broker organization code? | 3 | | Insurance broker name | FIRST PERSON INC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10055688 |
| Policy instance | 1 |
| Insurance contract or identification number | 10055688 | | Number of Individuals Covered | 2327 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $92,681 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $926,805 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $92,681 | | Insurance broker organization code? | 3 | | Insurance broker name | ASSUREDPARTNERS OF INDIANA LLC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10055688 |
| Policy instance | 1 |
| Insurance contract or identification number | 10055688 | | Number of Individuals Covered | 2269 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $72,276 | | Total amount of fees paid to insurance company | USD $25,834 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $722,761 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $72,276 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 25834 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker name | TOBIAS INSURANCE GROUP, INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10055688 |
| Policy instance | 1 |
| Insurance contract or identification number | 10055688 | | Number of Individuals Covered | 2108 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $64,945 | | Total amount of fees paid to insurance company | USD $24,542 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $649,446 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $39,370 | | Amount paid for insurance broker fees | 24542 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | ASSUREDPARTNERS OF INDIANA LLC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10055688 |
| Policy instance | 1 |
| Insurance contract or identification number | 10055688 | | Number of Individuals Covered | 1800 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $61,064 | | Total amount of fees paid to insurance company | USD $24,423 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $610,643 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $61,064 | | Amount paid for insurance broker fees | 24423 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | TOBIAS INSURANCE GROUP, INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10055688 |
| Policy instance | 1 |
| Insurance contract or identification number | 10055688 | | Number of Individuals Covered | 1642 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $57,879 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $578,789 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10055688 |
| Policy instance | 1 |
| Insurance contract or identification number | 10055688 | | Number of Individuals Covered | 1633 | | Insurance policy start date | 2009-07-01 | | Insurance policy end date | 2010-06-30 | | Total amount of commissions paid to insurance broker | USD $56,492 | | Total amount of fees paid to insurance company | USD $24,564 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $564,922 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $56,492 | | Amount paid for insurance broker fees | 24564 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | TOBIAS INSURANCE GROUP, INC. |
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