Heritage Investment Group — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Heritage Investment Group is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $40,038 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $40,038
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $40,038
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| United Airlines, Inc. | IL | 1 | $18,273 |
| Ncci Holdings, Inc. | FL | 1 | $14,344 |
| Ameriteam Services, LLC | TN | 1 | $7,421 |
State footprint
Plans reporting Heritage Investment Group are sponsored in FL (1), IL (1), TN (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| United Airlines, Inc. | United Airlines Pilot Retirement Account Plan | 2023 | $18,273 | not reported in the loaded dataset |
| Ncci Holdings, Inc. | Ncci Holdings, Inc. 401(K) Savings Plan | 2023 | $14,344 | not reported in the loaded dataset |
| Ameriteam Services, LLC | Teamhealth 401(K) Plan | 2023 | $7,421 | not reported in the loaded dataset |
Related Form 5500 pages
- United Airlines Pilot Retirement Account Plan (plan 202)
- United Airlines, Inc. — all reported plans
- Ncci Holdings, Inc. 401(K) Savings Plan (plan 002)
- Ncci Holdings, Inc. — all reported plans
- Teamhealth 401(K) Plan (plan 002)
- Ameriteam Services, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources