How many benefit plans does The Heritage Group report on Form 5500?

The Heritage Group (EIN 35-1448549) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Heritage Group?

The Employer Identification Number (EIN) reported for The Heritage Group is 35-1448549.

What is the latest Form 5500 filing year for The Heritage Group?

The latest loaded Form 5500 filing year for The Heritage Group is 2023.

The Heritage Group — 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, The Heritage Group (EIN 35-1448549) is a plan sponsor located in Indianapolis, IN with 2 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: 35-1448549
Location: Indianapolis, IN
Loaded plans: 2
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The Heritage Group

2 loaded plans.
Plans cover 7,039 reported participants.
0 of 2 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assetsNot reported

Total reported assetsNot reported

Total reported participants7K7,039

Total reported liabilitiesNot reported

Financial-statement amounts are not reported in the loaded dataset for this company's plans yet.

Data coverage

Plans with financial statements0 / 2 ()

Plans with provider compensation0 / 2 ()

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.

Computed from loaded plans

Portfolio comparison

Participants per plan3,520Average across loaded plans

Loaded plans2

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
The Heritage Group Life & Accident Insurance Benefit Plannot reported in the loaded dataset
Plan #502 · 3,530 participants · 2023
2
The Heritage Group Disability Benefits Plannot reported in the loaded dataset
Plan #504 · 3,509 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Heritage Group. Open one for its full reported snapshot.

2023
The Heritage Group Disability Benefits Plan3,509 participants · 3No schedules
View filing →
2023
The Heritage Group Life & Accident Insurance Benefit Plan3,530 participants · 3No schedules
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Heritage Group report on Form 5500?: The Heritage Group (EIN 35-1448549) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Heritage Group?: The Employer Identification Number (EIN) reported for The Heritage Group is 35-1448549.
What is the latest Form 5500 filing year for The Heritage Group?: The latest loaded Form 5500 filing year for The Heritage Group is 2023.