Name: Heritage Insurance Group LLC DBA Heritage Insurance and Real Estate — Form 5500 Plan 001 (2025)
Creator: Heritage Insurance Group LLC DBA Heritage Insurance and Real Estate
License: https://www.usa.gov/government-works

Question 1

Who is the plan administrator for Heritage Insurance Group LLC DBA Heritage Insurance and Real Estate?

Accepted Answer

Melissa Cretsinger signed Heritage Insurance Group LLC DBA Heritage Insurance and Real Estate's 2025 Form 5500 as plan administrator.

Question 2

What is Heritage Insurance Group LLC DBA Heritage Insurance and Real Estate's EIN?

Accepted Answer

Heritage Insurance Group LLC DBA Heritage Insurance and Real Estate's EIN is 20-8121177.

Question 3

Where can I get Heritage Insurance Group LLC DBA Heritage Insurance and Real Estate's Form 5500?

Accepted Answer

Download the official 2025 Form 5500 (PDF) for Heritage Insurance Group LLC DBA Heritage Insurance and Real Estate from the U.S. Department of Labor's EFAST2 system. You can also view the full filing data on this page.

Question 4

How big is Heritage Insurance Group LLC DBA Heritage Insurance and Real Estate's plan?

Accepted Answer

Heritage Insurance Group LLC DBA Heritage Insurance and Real Estate's plan reported $509K in assets and 12 participants for 2025.

Question 5

What features does Heritage Insurance Group LLC DBA Heritage Insurance and Real Estate's plan have?

Accepted Answer

Heritage Insurance Group LLC DBA Heritage Insurance and Real Estate's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Heritage Insurance Group LLC DBA Heritage Insurance and Real Estate

Service providers (Schedule C)

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