The Heritage Group's EIN is 35-1448549.
Download the official 2023 Form 5500 (PDF) for The Heritage Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Heritage Group's plan includes long-term disability.
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
