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HERITAGE BENEFIT CONSULTANTS, INC.

Company Details

Entity Name: HERITAGE BENEFIT CONSULTANTS, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 08 Dec 1978
Business ALEI: 0085268
Annual report due: 08 Dec 2025
NAICS code: 541990 - All Other Professional, Scientific, and Technical Services
Business address: 680 MAIN STREET 2ND FLOOR, WATERTOWN, CT, 06795, United States
Mailing address: PO BOX 179, WATERTOWN, CT, United States, 06795
ZIP code: 06795
County: Litchfield
Place of Formation: CONNECTICUT
Total authorized shares: 5000
E-Mail: ldean@heritage401k.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HERITAGE BENEFIT CONSULTANTS, INC. RETIREMENT PLAN 2016 060991349 2017-11-29 HERITAGE BENEFIT CONSULTANTS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-05-01
Business code 541990
Sponsor’s telephone number 8609456043
Plan sponsor’s address 680 MAIN STREET, WATERTOWN, CT, 06795
HERITAGE BENEFIT CONSULTANTS, INC. RETIREMENT PLAN 2015 060991349 2016-11-28 HERITAGE BENEFIT CONSULTANTS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-05-01
Business code 541990
Sponsor’s telephone number 8609456043
Plan sponsor’s address 680 MAIN STREET, WATERTOWN, CT, 06795
HERITAGE BENEFIT CONSULTANTS, INC. RETIREMENT PLAN 2014 060991349 2015-11-30 HERITAGE BENEFIT CONSULTANTS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-05-01
Business code 541990
Sponsor’s telephone number 8609456043
Plan sponsor’s address 680 MAIN STREET, WATERTOWN, CT, 06795
HERITAGE BENEFIT CONSULTANTS, INC. RETIREMENT PLAN 2013 060991349 2014-11-20 HERITAGE BENEFIT CONSULTANTS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-05-01
Business code 541990
Sponsor’s telephone number 8609456043
Plan sponsor’s address 680 MAIN STREET, WATERTOWN, CT, 06795
HERITAGE BENEFIT CONSULTANTS, INC. RETIREMENT PLAN 2012 060991349 2013-11-14 HERITAGE BENEFIT CONSULTANTS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-05-01
Business code 541990
Sponsor’s telephone number 8609456043
Plan sponsor’s address 680 MAIN STREET, WATERTOWN, CT, 06795

Signature of

Role Plan administrator
Date 2013-11-14
Name of individual signing ROCCO D. MARCIANO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-11-14
Name of individual signing ROCCO D. MARCIANO
Valid signature Filed with authorized/valid electronic signature
HERITAGE BENEFIT CONSULTANTS, INC. RETIREMENT PLAN 2011 060991349 2012-11-26 HERITAGE BENEFIT CONSULTANTS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-05-01
Business code 541990
Sponsor’s telephone number 8609456043
Plan sponsor’s address 680 MAIN STREET, WATERTOWN, CT, 06795

Plan administrator’s name and address

Administrator’s EIN 060991349
Plan administrator’s name HERITAGE BENEFIT CONSULTANTS, INC.
Plan administrator’s address 680 MAIN STREET, WATERTOWN, CT, 06795
Administrator’s telephone number 8609456043

Signature of

Role Plan administrator
Date 2012-11-26
Name of individual signing ROCCO D. MARCIANO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-11-26
Name of individual signing ROCCO D. MARCIANO
Valid signature Filed with authorized/valid electronic signature
HERITAGE BENEFIT CONSULTANTS, INC. RETIREMENT PLAN 2010 060991349 2011-11-18 HERITAGE BENEFIT CONSULTANTS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-05-01
Business code 541990
Sponsor’s telephone number 8609456043
Plan sponsor’s address 680 MAIN STREET, WATERTOWN, CT, 06795

Plan administrator’s name and address

Administrator’s EIN 060991349
Plan administrator’s name HERITAGE BENEFIT CONSULTANTS, INC.
Plan administrator’s address 680 MAIN STREET, WATERTOWN, CT, 06795
Administrator’s telephone number 8609456043

Signature of

Role Plan administrator
Date 2011-11-18
Name of individual signing ROCCO D. MARCIANO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-11-18
Name of individual signing ROCCO D. MARCIANO
Valid signature Filed with authorized/valid electronic signature
HERITAGE BENEFIT CONSULTANTS, INC. RETIREMENT PLAN 2009 060991349 2010-11-30 HERITAGE BENEFIT CONSULTANTS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-05-01
Business code 541990
Sponsor’s telephone number 8609456043
Plan sponsor’s address 680 MAIN STREET, WATERTOWN, CT, 06795

Plan administrator’s name and address

Administrator’s EIN 060991349
Plan administrator’s name HERITAGE BENEFIT CONSULTANTS, INC.
Plan administrator’s address 680 MAIN STREET, WATERTOWN, CT, 06795
Administrator’s telephone number 8609456043

Signature of

Role Plan administrator
Date 2010-11-30
Name of individual signing ROCCO D. MARCIANO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-11-30
Name of individual signing ROCCO D. MARCIANO
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
timothy gaydosh Agent 153 main st, oakville, CT, 06779, United States 153 main st, oakville, CT, 06779, United States +1 203-525-3406 tax1040-941@hotmail.com 270 Winding Brook Farm Rd, Watertown, CT, 06795-1744, United States

Officer

Name Role Business address Residence address
ROCCO D. MARCIANO Officer 680 MAIN STREET 2ND FLOOR, WATERTOWN, CT, 06795, United States 202 HIGHMEADOW LANE, MYSTIC, CT, 06355, United States
LISA M. DEAN Officer 680 MAIN STREET, 2ND FLOOR, WATERTOWN, CT, 06795, United States 5 WESTOVER DRIVE, NAUGATUCK, CT, 06770, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012044698 2024-11-18 No data Annual Report Annual Report No data
BF-0011077993 2023-11-15 No data Annual Report Annual Report No data
BF-0010362562 2022-11-29 No data Annual Report Annual Report 2022
BF-0009825759 2021-12-27 No data Annual Report Annual Report No data
0007187002 2021-02-24 No data Annual Report Annual Report 2020
0006743262 2020-02-06 No data Annual Report Annual Report 2019
0006369016 2019-02-07 No data Annual Report Annual Report 2018
0006050854 2018-02-01 No data Annual Report Annual Report 2017
0005722501 2016-12-21 No data Annual Report Annual Report 2016
0005510608 2016-03-10 No data Annual Report Annual Report 2015

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website