Heritage Management Services Company — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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 Company (EIN 20-1746325) is a plan sponsor located in Shelbyville, KY with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 20-1746325
- Location
- Shelbyville, KY
- Loaded plans
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Financial-statement amounts are not reported in the loaded dataset for this company's plans yet.
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Heritage Management Services Company Employee Benefit Plan | 504 | 196 | not reported in the loaded dataset | 2023 |
| Heritage Management Services Company Employee Benefit Plan | 501 | 138 | not reported in the loaded dataset | 2023 |
| Heritage Management Services Company Employee Benefit Plan | 502 | 118 | not reported in the loaded dataset | 2023 |
| Heritage Management Services Company Employee Benefit Plan | 503 | 104 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Heritage Management Services Company Employee Benefit Plan | 118 | — | 20240924153718NAL0023269440001 |
| 2023 | Heritage Management Services Company Employee Benefit Plan | 138 | — | 20240924153823NAL0007562659001 |
| 2023 | Heritage Management Services Company Employee Benefit Plan | 104 | — | 20250916210324NAL0001392099001 |
| 2023 | Heritage Management Services Company Employee Benefit Plan | 196 | — | 20250916210718NAL0001394851001 |