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Original filing (PDF)20251015104521NAL0002267811002
THE HERITAGE GROUP HEALTH PLAN BENEFITS COMMITTEE
Form 5500
FILING_RECEIVED
THE HERITAGE GROUP HEALTH PLAN
Health & welfare plan
Signals · 2
~777 bps in Sched C feesNo recordkeeper disclosed
Active participants
3,148
Accounts w/ balance
—
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.1M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 777 bps in Schedule C fees — 1394% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE HERITAGE GROUP HEALTH PLAN BENEFITS COMMITTEE.
Plan sponsor
Name
THE HERITAGE GROUP HEALTH PLAN BENEFITS COMMITTEE
EIN
35-1448549
Address
6640 INTECH BLVD · SUITE 200 · INDIANAPOLIS, IN · 46278
Phone
(317) 303-0408
Industry
Manufacturingsee all
Plan administrator
Name
THE HERITAGE GROUP HEALTH PLAN BENEFITS COMMITTEE
EIN
35-1448549
City
INDIANAPOLIS, IN
Phone
(317) 872-6010
Plan characteristics
Plan number
601
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
PILE CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LHD BENEFIT ADVISORS | — | INDIANAPOLIS, IN | CONSULTANT | $185K | — |
| MERCER HEALTH & BENEFITS, LLC | — | CHICAGO, IL | CONSULTANT | $79K | — |
| GCG FINANCIAL LLC | — | DEERFIELD, IL | CONSULTANT | $40K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ST VINCENT HEALTH W&P CARE INST INC | — | INDIANAPOLIS, IN | SERVICE PROVIDER | $87K | — |
| ALTERNATIVE HEALTH SOLUTIONS, LLC | — | LOUISVILLE, KY | SERVICE PROVIDER | $36K | — |
Investments
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.