Mission
PAYMENT OF INSURANCE PREMIUMS AND HEALTH, DENTAL, AND VISION CLAIMS.
Public Charity
HERITAGE GROUP EMPLOYEE BENEFIT TRUST
HERITAGE GROUP EMPLOYEE BENEFIT TRUST is a nonprofit organization categorized as Public Charity based in INDIANAPOLIS, IN. Its most recent IRS filing (2024) reports revenue of $27.6M, expenses of $27.6M, total assets of $5.5M.
EIN: 351799877
INDIANAPOLIS, IN
Latest filing: 2024
Total Revenue$27.6M
Total Expenses$27.6M
Total Assets$5.5M
Grant Records0
Filing Years2020–2024
Officers & Directors
PLAN ADMIN.
David L Franz
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $27.6M | $27.6M | $5.5M |
| 2023 | $53.3M | $53.3M | $5.7M |
| 2022 | $48.5M | $48.5M | $5.3M |
| 2021 | $43.1M | $43.1M | $2.1M |
| 2020 | $38.4M | $38.4M | $4.6M |
Between 2020 and 2024, reported annual revenue declined from $38.4M to $27.6M (-28%), with total assets most recently reported at $5.5M.
Interactive year-over-year charts and full filing details available with membership.