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  2. Heritage Insurance Holdings, Inc

Filings through Oct 24, 2026.

Heritage Insurance Holdings, Inc

EIN 45-5338504-insurance-Latest filing 2025
Plans
1
Retirement
1
$43.3M assets
Health & Benefits
0
Participants
681
1401 N WESTSHORE BLVD - TAMPA, FL 33607727-362-7200heritagepci.comLinkedIn501-1000 employeesinsurance
Plans on this EIN
1 filing
#001401(k)-$43.3M - 681 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

HERITAGE INSURANCE HOLDINGS, INC. RETIREMENT SAVINGS PLAN

401(k)

Assets$43.3M
Participants681
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HERITAGE INSURANCE HOLDINGS, INC. RETIREMENT SAVINGS PLAN401(k)$43.3M6812025
  • HERITAGE INSURANCE HOLDINGS, INC. RETIREMENT SAVINGS PLAN$43.3M
    #001 · 401(k) · 2025681
Retirement plans
Health & Benefits plans
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