Heritage Investment Group

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

106,049

Total plan assets

$49.0B

Filings (rows)

Direct comp

$127K

Indirect comp

SERVICES PROVIDED

Other service providers7

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
United Airlines, Inc. United Airlines Pilot Retirement Account Plan · all filings	CHICAGO, IL	Advisor / Consultant	17,444	$16.8B	$21K	$0
United Airlines, Inc. United Airlines Pilot Retirement Account Plan · all filings	CHICAGO, IL	Advisor / Consultant	16,617	$14.4B	$18K	$0
United Airlines, Inc. United Airlines Pilot Retirement Account Plan · all filings	CHICAGO, IL	Other service providers	14,959	$11.8B	$19K	$0
Ameriteam Services, LLC Teamhealth 401(k) Plan · all filings	KNOXVILLE, TN	Other service providers	18,577	$1.8B	$8K	$0
Ameriteam Services, LLC Teamhealth 401(k) Plan · all filings	KNOXVILLE, TN	Other service providers	18,477	$1.6B	$7K	$0
Ameriteam Services, LLC Teamhealth 401(k) Plan · all filings	KNOXVILLE, TN	Other service providers	17,415	$1.3B	$7K	$0
NCCI Holdings, Inc. NCCI Holdings, Inc. 401(k) Savings Plan · all filings	BOCA RATON, FL	Other service providers	848	$505.8M	$17K	$0
NCCI Holdings, Inc. NCCI Holdings, Inc. 401(k) Savings Plan · all filings	BOCA RATON, FL	Other service providers	859	$443.4M	$14K	$0
NCCI Holdings, Inc. NCCI Holdings, Inc. 401(k) Savings Plan · all filings	BOCA RATON, FL	Other service providers	853	$369.2M	$14K	$0