# THE HERITAGE GROUP HEALTH PLAN

Health and welfare plan sponsored by **THE HERITAGE GROUP HEALTH PLAN BENEFITS COMMITTEE**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | THE HERITAGE GROUP HEALTH PLAN BENEFITS COMMITTEE |
| EIN | 351448549 |
| Plan number | 601 |
| Plan year | 2025 |
| Location | INDIANAPOLIS, IN |
| Industry | construction |
| Funding | mewa |
| Total premiums | $44.0M |
| Participants | 2,181 |
| Persons covered | 4,387 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| ANTHEM LIFE INSURANCE COMPANY | Health, Rx, Dental, Vision, PPO |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, STD, LTD, Other |

## Brokers

| Broker | Placed with |
|---|---|
| ALERA GROUP, INC. | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| MERCER HEALTH AND BENEFITS, LLC | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| MERCER HEALTH AND BENEFITS, LLC | UNUM INSURANCE COMPANY |
| ALERA GROUP, INC. | UNUM INSURANCE COMPANY |
| ONEDIGITAL EXPRESSLINK LLC | FIRST UNUM LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/351448549-601
- Cite as: PlanOptica, https://planoptica.com/welfare/351448549-601
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers