Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Heritage Insurance Holdings, Inc. Retirement Savings Plan is a benefit plan reported by Heritage Insurance Holdings, Inc under EIN 45-5338504 and plan number 001. The latest loaded filing year is 2023. The filing reports 691 participants and $29,913,454 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,913,454
- Total liabilities (EOY)
- $33,401
- Net assets (EOY)
- $29,880,053
- Net assets (BOY)
- $23,951,727
Income & contributions
- Employer contributions
- $1,255,081
- Participant contributions
- $2,607,550
- Total contributions
- $4,305,182
- Total income / additions
- $8,438,654
Expenses & distributions
- Benefits paid
- $5,560,602
- Administrative expenses
- $133,889
- Total expenses
- $5,694,491
- Net increase / (decrease)
- $2,744,163