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  2. Heritage Management Services Company
  • Benefits analytics
  • Plan summaries
  • Health & Benefits plans

Filings through Oct 24, 2026.

Heritage Management Services Company

EIN 20-1746325-Latest filing 2025
Plans
4
Retirement
0
Health & Benefits
4
$96K premiums
Participants
332
111 MIDLAND BOULEVARD - SHELBYVILLE, KY 40065502-633-5100
Plans on this EIN
4 filings
#502Fully insured-$47K - 194 lives#503Fully insured-$37K - 104 lives#504Fully insured-$12K - 196 lives#501Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.

Benefits portfolio analytics

4 plans / $96K premiums / 494 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$33K
  • Vision$18K
  • Life$18K
  • Other$18K
Total $50K4 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Health & Benefits#502

HERITAGE MANAGEMENT SERVICES COMPANY EMPLOYEE BENEFIT PLAN

Fully insured - THE DENTAL CONCERN, INC.

Premiums$47K
Covered lives194
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

HERITAGE MANAGEMENT SERVICES COMPANY EMPLOYEE BENEFIT PLAN

Fully insured - THE DENTAL CONCERN, INC.

Premiums$37K
Covered lives104
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504

HERITAGE MANAGEMENT SERVICES COMPANY EMPLOYEE BENEFIT PLAN

Fully insured - COMPANION LIFE INSURANCE COMPANY

Premiums$12K
Covered lives196
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

HERITAGE MANAGEMENT SERVICES COMPANY EMPLOYEE BENEFIT PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Health & Benefits plans

4 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502HERITAGE MANAGEMENT SERVICES COMPANY EMPLOYEE BENEFIT PLANFully insuredTHE DENTAL CONCERN, INC.$47K1942025
#503HERITAGE MANAGEMENT SERVICES COMPANY EMPLOYEE BENEFIT PLANFully insuredTHE DENTAL CONCERN, INC.$37K1042024
#504HERITAGE MANAGEMENT SERVICES COMPANY EMPLOYEE BENEFIT PLANFully insuredCOMPANION LIFE INSURANCE COMPANY$12K1962024
#501HERITAGE MANAGEMENT SERVICES COMPANY EMPLOYEE BENEFIT PLANSelf-funded-$002025
  • HERITAGE MANAGEMENT SERVICES COMPANY EMPLOYEE BENEFIT PLAN$47K
    #502 · Fully insured · THE DENTAL CONCERN, INC. · 2025194
  • HERITAGE MANAGEMENT SERVICES COMPANY EMPLOYEE BENEFIT PLAN$37K
    #503 · Fully insured · THE DENTAL CONCERN, INC. · 2024104
  • HERITAGE MANAGEMENT SERVICES COMPANY EMPLOYEE BENEFIT PLAN$12K
    #504 · Fully insured · COMPANION LIFE INSURANCE COMPANY · 2024196
  • HERITAGE MANAGEMENT SERVICES COMPANY EMPLOYEE BENEFIT PLAN$0
    #501 · Self-funded · 20250
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Health & Benefits plans
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