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).
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 |
|---|---|---|---|
| Madera Residential, LLC | TX | 506 | 2024-12-31 |
| Jessup Manufactured Housing, LLC | TX | 310 | 2025-05-31 |
| Jessup Manufactured Housing, LLC | TX | 227 | 2025-05-31 |
Know who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Texas
Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.