Heritage Benefit Solutions
Heritage Benefit Solutions collected $224,729 in commissions and fees from 3 employer health plans in plan year 2024 filings, ranking #1772 among 12,126 brokers named in the public record. Most of its named clients are in New York.
Largest clients
Employers whose filings reported the most compensation to this broker.
| Employer | Paid to broker | Participants |
|---|---|---|
| CLK Multi Family Management, LLC · Tennessee | $123,036 | 425 |
| Monday Properties Services, LLC · New York | $50,867 | 106 |
| Ferrandino and Son, Inc. · New York | $50,826 | 138 |
Source: DOL Form 5500 Schedule A Part I, plan year 2024, grouped by broker name as filed. Dataset built October 24, 2026.
Where its clients are
Employer plans naming this broker, by employer state.
How much does Heritage Benefit Solutions earn from employer health plans?
In plan year 2024 filings, employers reported paying Heritage Benefit Solutions $224,729: $25,095 in commissions and $199,634 in fees, across 5 insurance contracts at 3 employers. That ranks #1772 of 12,126 brokers in the public record.
What commission rate is paid on plans Heritage Benefit Solutions brokers?
Not enough fully insured medical plans name Heritage Benefit Solutions as the sole broker to compute a stable rate. The national median is 3.8% of premium.
Which employers use Heritage Benefit Solutions?
The largest reported payers in 2024 were CLK Multi Family Management, LLC, Monday Properties Services, LLC, Ferrandino and Son, Inc.. New York is its biggest state by employer count (2 plans).
Amounts are what employers reported on their own filings. They do not include compensation from carriers that is not tied to a specific contract, and names are grouped exactly as filed, so related entities can appear separately. How this record is built.