The Heritage Companies
Belton, MO
The Heritage Companies of Belton, MO is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $133,713 in reported broker commissions (plan year 2024).
Quick answer
The Heritage Companies (Belton, MO) 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 The Heritage Companies have?
- The Heritage Companies is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are The Heritage Companies's largest employer clients?
- By plan participants, the largest include Fosteradopt Connect (211 participants).
- How much does The Heritage Companies earn in commissions?
- Insurers reported $133,713 in broker commissions and $4,603 in fees paid to The Heritage Companies for plan year 2024, per Schedule A Part 1.
- Where is The Heritage Companies located?
- The Heritage Companies is based in Belton, MO.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming The Heritage Companies 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 |
|---|---|---|---|
| Fosteradopt Connect | MO | 211 | 2024-12-31 |
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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.