· 2022–2024 · DOL EFAST2

HERITAGE INSURANCE ADVISORS LLC — HERITAGE INSURANCE ADVISORS LLC SOCA BENEFIT PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250729141050NAL0001680771001

HERITAGE INSURANCE ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

HERITAGE INSURANCE ADVISORS LLC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

3

Accounts w/ balance

—

Plan assets (EOY)

$212

Net assets (EOY)

$75

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERITAGE INSURANCE ADVISORS LLC.

Plan sponsor

Name

HERITAGE INSURANCE ADVISORS LLC

EIN

82-1631609

Address

5491 SCIOTO DARBY RD · HILLIARD, OH · 43026

Phone

(520) 490-7798

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-02-01

Tax period

2024-12-31

Filed

2025-07-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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