Civic Intelligence

The Heritage Group

Plan context: The Heritage Group Health Plan

EIN 35-1448549 • Indianapolis, IN • 49 filings • 5 plans

6640 Intech BlvdSuite 200Indianapolis, IN 46278
Current Snapshot

Latest Year

2024

2024 Participants

3,148

2024 Assets

$5,491,501

2024 Contributions

$74,649,211

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$5,491,501$2,745,751$02024YearValue
$5,491,501Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

7,7223,8610199920122024YearValue
3,148Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202413,148$5,491,501$74,649,211$23,713iApproximate average salary by contribution assumption: employee only about $592,830 at 4% or $395,220 at 6%; with 50% employer match about $395,220 at 4% or $263,480 at 6%; with 100% employer match about $296,415 at 4% or $197,610 at 6%.
The Heritage Group Health Plan-3,148$5,491,501$74,649,211$23,713iApproximate average salary by contribution assumption: employee only about $592,830 at 4% or $395,220 at 6%; with 50% employer match about $395,220 at 4% or $263,480 at 6%; with 100% employer match about $296,415 at 4% or $197,610 at 6%.
202320$0$0-
The Heritage Group Disability Benefits Plan-0---
The Heritage Group Life & Accident Insurance Benefits Plan-0---
202223,530$0$0-
The Heritage Group Disability Benefits Plan-3,509---
The Heritage Group Life & Accident Insurance Benefits Plan-3,530---
202123,190$0$0-
The Heritage Group Life & Accident Insurance Benefits Plan-3,190---
The Heritage Group Disability Benefits Plan-3,118---
202023,067$0$0-
The Heritage Group Life & Accident Insurance Benefits Plan-3,061---
The Heritage Group Disability Benefits Plan-3,067---
201923,053$0$0-
The Heritage Group Disability Benefits Plan-2,996---
The Heritage Group Life & Accident Insurance Benefits Plan-3,053---
201822,880$0$0-
The Heritage Group Disability Benefits Plan-2,778---
The Heritage Group Life & Accident Insurance Benefits Plan-2,880---
201722,457$0$0-
The Heritage Group Disability Benefits Plan-2,378---
The Heritage Group Life & Accident Insurance Benefits Plan-2,457---
201622,076$0$0-
The Heritage Group Disability Benefits Plan-2,019---
The Heritage Group Life & Accident Insurance Benefits Plan-2,076---
201522,327$0$0-
The Heritage Group Disability Benefits Plan-2,305---
The Heritage Group Life & Accident Insurance Benefits Plan-2,327---
201422,270$0$0-
The Heritage Group Life & Accident Insurance Benefits Plan-2,269---
The Heritage Group Disability Benefits Plan-2,270---
201322,108$0$0-
The Heritage Group Disability Benefits Plan-1,154---
The Heritage Group Life & Accident Insurance Benefits Plan-2,108---
201221,800$0$0-
The Heritage Group Life & Accident Insurance Benefits Plan-1,800---
The Heritage Group Disability Benefits Plan-1,000---
201121,642$0$0-
The Heritage Group Life & Accident Insurance Benefits Plan-1,642---
The Heritage Group Disability Benefits Plan-878---
201021,633$0$0-
The Heritage Group Disability Benefits Plan-889---
The Heritage Group Life & Accident Insurance Benefits Plan-1,633---
200921,800$0$0-
The Heritage Group Life & Accident Insurance Benefits Plan-1,800---
The Heritage Group Disability Benefits Plan-961---
200821,795$0$0-
The Heritage Group Life & Accident Insurance Benefits Plan-1,795---
The Heritage Group Disability Benefits Plan-957---
200622,348$0$0-
The Heritage Group Life & Accident Insurance Benefits Plan-2,348---
The Heritage Group Disability Benefits Plan-1,142---
200522,340$0$0-
The Heritage Group Life & Accident Insurance Benefits Plan-2,340---
The Heritage Group Disability Benefits Plan-1,170---
200422,358$0$0-
The Heritage Group Life & Accident Insurance Benefits Plan-2,358---
The Heritage Group Disability Benefits Plan-1,187---
200322,430$0$0-
The Heritage Group Disability Benefits Plan-1,154---
The Heritage Group Life & Accident Insurance Benefits Plan-2,430---
200222,441$0$0-
The Heritage Group Life & Accident Insurance Benefits Plan-2,441---
The Heritage Group Disability Benefits Plan-1,164---
200127,722$0$0-
The Heritage Group Life & Accident Insurance Benefits Plan-7,722---
The Heritage Group Disability Benefits Plan-2,434---
200012,517$0$0-
The Heritage Group Life & Accident Insurance Benefits Plan-2,517---
199933,847$0$0-
The Heritage Group Disability Benefits Plan-1,670---
The Heritage Group Long Term Disability-0---
The Heritage Group Life & Accident Insurance Benefits Plan-3,847---