BenefitsLedger
Benefits broker · Plan year 2024 · Form 5500 Schedule A

Heritage Risk Management

Amarillo, TX

Heritage Risk Management collected $331,701 in commissions and fees from 4 employer health plans in plan year 2024 filings, ranking #1247 among 12,126 brokers named in the public record. Most of its named clients are in Texas.

Commissions + fees
$331,701
$241,814 commissions · $89,887 fees
Employer plans
4
5 contracts
Rank
#1247
top 10% of 12,126 brokers
Median rate
n/a
fewer than 10 insured medical plans

Largest clients

Employers whose filings reported the most compensation to this broker.

EmployerPaid to brokerParticipants
Madera Residential, LLC · Texas$227,327565
Jessup Manufactured Housing, LLC · Texas$86,460373
Neurosurgical Associates, LLP · Texas$9,165134
YWCA of Lubbock · Texas$8,749129

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.

4 plans

How much does Heritage Risk Management earn from employer health plans?

In plan year 2024 filings, employers reported paying Heritage Risk Management $331,701: $241,814 in commissions and $89,887 in fees, across 5 insurance contracts at 4 employers. That ranks #1247 of 12,126 brokers in the public record.

What commission rate is paid on plans Heritage Risk Management brokers?

Not enough fully insured medical plans name Heritage Risk Management as the sole broker to compute a stable rate. The national median is 3.8% of premium.

Which employers use Heritage Risk Management?

The largest reported payers in 2024 were Madera Residential, LLC, Jessup Manufactured Housing, LLC, Neurosurgical Associates, LLP. Texas is its biggest state by employer count (4 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.

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