PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HERITAGE MANAGEMENT SERVICES COMPANY
Sponsor portfolio

HERITAGE MANAGEMENT SERVICES COMPANY

EIN 20-1746325-Latest filing 2025
Plans
4
Retirement
0
Welfare
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

Benefits portfolio analytics

4 plans / $96K premiums / 494 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$47K
  • Vision$17K
  • Life$17K
  • Other$17K
Total $47K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • CONCERN EAP64%
  • HUMANA INSURANCE COMPANY36%
Total $47K2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • USI INSURANCE SERVICES LLC100%
  • INSURAMAX INC-0%
Total $5K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Welfare#502

HERITAGE MANAGEMENT SERVICES COMPANY EMPLOYEE BENEFIT PLAN

Fully Insured - THE DENTAL CONCERN, INC.

Premiums$47K
Covered lives194
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

HERITAGE MANAGEMENT SERVICES COMPANY EMPLOYEE BENEFIT PLAN

Fully Insured - THE DENTAL CONCERN, INC.

Premiums$37K
Covered lives104
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

HERITAGE MANAGEMENT SERVICES COMPANY EMPLOYEE BENEFIT PLAN

Fully Insured - COMPANION LIFE INSURANCE COMPANY

Premiums$12K
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

HERITAGE MANAGEMENT SERVICES COMPANY EMPLOYEE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest 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
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica