Heritage Risk Management, An Alera
Lubbock, TX
Heritage Risk Management, An Alera of Lubbock, TX is the broker of record on 6 Form 5500 Schedule A filings covering 3 employer benefit plans, with $252,073 in reported broker commissions (plan year 2025).
Quick answer
Heritage Risk Management, An Alera (Lubbock, TX) is the broker of record for 3 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Heritage Risk Management, An Alera have?
- Heritage Risk Management, An Alera is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
- Who are Heritage Risk Management, An Alera's largest employer clients?
- By plan participants, the largest include Jessup Manufactured Housing, LLC (310 participants), Madera Residential, LLC (153 participants) and J F Heritage LLC (130 participants).
- How much does Heritage Risk Management, An Alera earn in commissions?
- Insurers reported $252,073 in broker commissions and $131,580 in fees paid to Heritage Risk Management, An Alera for plan year 2025, per Schedule A Part 1.
- Where is Heritage Risk Management, An Alera located?
- Heritage Risk Management, An Alera is based in Lubbock, TX.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Heritage Risk Management, An Alera on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Jessup Manufactured Housing, LLC | TX | 310 | 2025-05-31 |
| Madera Residential, LLC | TX | 153 | 2025-12-31 |
| J F Heritage LLC | TX | 130 | 2025-11-30 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.