2023 Form 5500 filing — Heritage Insurance Holdings, Inc. Retirement Savings Plan
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 20250422131934NAL0002327987001) for Heritage Insurance Holdings, Inc. Retirement Savings Plan, reported by Heritage Insurance Holdings, Inc under EIN 45-5338504 and plan number 001. It reports 691 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250422131934NAL0002327987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heritage Insurance Holdings, Inc
- EIN
- 45-5338504
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 691
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,913,454
- Total liabilities (EOY)
- $33,401
- Net assets (EOY)
- $29,880,053
- Employer contributions
- $1,255,081
- Participant contributions
- $2,607,550
- Total income / additions
- $8,438,654
- Benefits paid
- $5,560,602
- Administrative expenses
- $133,889
- Total expenses
- $5,694,491
- Net increase / (decrease)
- $2,744,163
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $62,897 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of Amer | NONE | $45,111 | $0 |
| Florida Retirement Consultants | NONE | $26,137 | not reported in the loaded dataset |