Heritage Insurance Services Co
Marion, IA
Heritage Insurance Services Co of Marion, IA is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $3,860 in reported broker commissions (plan year 2024).
Quick answer
Heritage Insurance Services Co (Marion, IA) is the broker of record for 1 employer benefit plan sponsor on 1 Form 5500 Schedule A filing, plan year 2024.
- How many employer clients does Heritage Insurance Services Co have?
- Heritage Insurance Services Co is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Heritage Insurance Services Co's largest employer clients?
- By plan participants, the largest include Maharishi International University (251 participants).
- How much does Heritage Insurance Services Co earn in commissions?
- Insurers reported $3,860 in broker commissions paid to Heritage Insurance Services Co for plan year 2024, per Schedule A Part 1.
- Where is Heritage Insurance Services Co located?
- Heritage Insurance Services Co is based in Marion, IA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Heritage Insurance Services Co on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Maharishi International University | IA | 251 | 2025-06-30 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.