Plan5500

Heritage Management Services Health & Welfare Plans — Form 5500 plan (Heritage Management Services, Inc.)

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 Management Services Health & Welfare Plans is a benefit plan reported by Heritage Management Services, Inc. under EIN 62-1433786 and plan number 501. The latest loaded filing year is 2023. The filing reports 156 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heritage Management Services, Inc.
EIN
62-1433786
Plan number
501
Plan type
2
Location
Albuquerque, NM
Latest filing year
2023
Participants
156
End-of-year plan assets
not reported in the loaded dataset

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023156C20240702121438NAL0003519507001

Reported financial statement

This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bia BenefitsAGENT$51,078not reported in the loaded dataset2023
Lucent Health Solutions LLCTPA$45,305not reported in the loaded dataset2023
Hst Technology Solutions IncREF BASEPR$25,224not reported in the loaded dataset2023
MedwatchU/R$7,051not reported in the loaded dataset2023
Careoperative LLCHCBB COMP$824not reported in the loaded dataset2023

Related Form 5500 pages