2023 Form 5500 filing — Heritage Management Services Health & Welfare Plans
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240702121438NAL0003519507001) for Heritage Management Services Health & Welfare Plans, reported by Heritage Management Services, Inc. under EIN 62-1433786 and plan number 501. It reports 156 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240702121438NAL0003519507001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heritage Management Services, Inc.
- EIN
- 62-1433786
- Plan number
- 501
- Location
- Albuquerque, NM
- Participants
- 156
- Schedules available
- Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bia Benefits | AGENT | $51,078 | not reported in the loaded dataset |
| Lucent Health Solutions LLC | TPA | $45,305 | not reported in the loaded dataset |
| Hst Technology Solutions Inc | REF BASEPR | $25,224 | not reported in the loaded dataset |
| Medwatch | U/R | $7,051 | not reported in the loaded dataset |
| Careoperative LLC | HCBB COMP | $824 | not reported in the loaded dataset |