OpenERISA

Heritage Benefit Consultants, INC.

Watertown, CT, 06795

EIN 06-0991349
Plans
2
Total participants
31
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
541990
Plan sponsors in ConnecticutProfessional, Scientific & Technical Services

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Heritage Benefit Consultants, INC. Retirement Plan4
2023Form 5500001Heritage Benefit Consultants, INC. Retirement Plan4
2023Form 5500003Heritage Benefit Consultants, INC. Employee Stock Ownership Plan2
2022Form 5500001Heritage Benefit Consultants, INC. Retirement Plan4
2022Form 5500003Heritage Benefit Consultants, INC. Employee Stock Ownership Plan2
2021Form 5500001Heritage Benefit Consultants, INC. Retirement Plan5
2021Form 5500003Heritage Benefit Consultants, INC. Employee Stock Ownership Plan2
2020Form 5500001Heritage Benefit Consultants, INC. Retirement Plan5
2020Form 5500003Heritage Benefit Consultants, INC. Employee Stock Ownership Plan3

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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