Heritage Retirement Facilities LLC

Enrollment entity
Provider / enrollment organization Enrollment PAC 7416051800 Enrollment ID O20071205000584

Details

Linked facilitiesFacilities
1
StatesStates
1

29 parties: 19 organizations · 10 individuals

Owners & control parties

NameOwner/control PACTypeRole(s)%
Devin P Sherman6709978877IndividualOperational/Managerial Control; ADP of the SNF
Dahlen Jordan3577540228IndividualOperational/Managerial Control; ADP of the SNF
Jon Paul Tagatz1456263268IndividualOperational/Managerial Control
Heritage Investment Partners LLC5294033239Organization5% or Greater Direct Ownership Interest70
Harpeth Green Properties, LLC7416051446Organization5% or Greater Direct Ownership Interest; 5% or Greater Indirect Ownership Interest; ADP of the SNF15, 4.51
Lcs Tn LLC7719956689Organization5% or Greater Direct Ownership Interest; ADP of the SNF15
John P Cooper7214031244Individual5% or Greater Indirect Ownership Interest; Corporate Officer; ADP of the SNF36.81, 0
Lcs Living Intermediate I LLC6103397948Organization5% or Greater Indirect Ownership Interest15
Lcs Living Intermediate II LLC5294206033Organization5% or Greater Indirect Ownership Interest15
Lcs Living LLC4385115120Organization5% or Greater Indirect Ownership Interest15
Lcs Living Holdings LLC7911478755Organization5% or Greater Indirect Ownership Interest15
Lcs Holding Company LLC5294120713Organization5% or Greater Indirect Ownership Interest15
Life Care Companies LLC0446382543Organization5% or Greater Indirect Ownership Interest15
Life Care Services Communities LLC4688585078Organization5% or Greater Indirect Ownership Interest15
Whitson Lowe4183754393Individual5% or Greater Indirect Ownership Interest14.41
Oak Investment Trust II6507921426Organization5% or Greater Indirect Ownership Interest7.73
Lcs CC Holdings Inc8820569668Organization5% or Greater Indirect Ownership Interest6.84
Rci Legacy Holdings LLC7911392436Organization5% or Greater Indirect Ownership Interest5.02
Redwood Holdings LLC8628215936Organization5% or Greater Indirect Ownership Interest4.98
Oak Investment Trust5698830511Organization5% or Greater Indirect Ownership Interest2.88
Mpm Senior Living Investors LLC9739574096Organization5% or Greater Indirect Ownership Interest2.35
Mccarthy Group LLC6507293917Organization5% or Greater Indirect Ownership Interest1.63
Lcs Management Holding Company LLC7416342688Organization5% or Greater Indirect Ownership Interest0.79
Bridgette C Uhlemann2466892732IndividualCorporate Officer0
Daniel L Lahey0840541041IndividualCorporate Officer0
Show all 29 parties (4 more)
NameOwner/control PACTypeRole(s)%
Devin P Sherman6709978877IndividualOperational/Managerial Control; ADP of the SNF
Dahlen Jordan3577540228IndividualOperational/Managerial Control; ADP of the SNF
Jon Paul Tagatz1456263268IndividualOperational/Managerial Control
Heritage Investment Partners LLC5294033239Organization5% or Greater Direct Ownership Interest70
Harpeth Green Properties, LLC7416051446Organization5% or Greater Direct Ownership Interest; 5% or Greater Indirect Ownership Interest; ADP of the SNF15, 4.51
Lcs Tn LLC7719956689Organization5% or Greater Direct Ownership Interest; ADP of the SNF15
John P Cooper7214031244Individual5% or Greater Indirect Ownership Interest; Corporate Officer; ADP of the SNF36.81, 0
Lcs Living Intermediate I LLC6103397948Organization5% or Greater Indirect Ownership Interest15
Lcs Living Intermediate II LLC5294206033Organization5% or Greater Indirect Ownership Interest15
Lcs Living LLC4385115120Organization5% or Greater Indirect Ownership Interest15
Lcs Living Holdings LLC7911478755Organization5% or Greater Indirect Ownership Interest15
Lcs Holding Company LLC5294120713Organization5% or Greater Indirect Ownership Interest15
Life Care Companies LLC0446382543Organization5% or Greater Indirect Ownership Interest15
Life Care Services Communities LLC4688585078Organization5% or Greater Indirect Ownership Interest15
Whitson Lowe4183754393Individual5% or Greater Indirect Ownership Interest14.41
Oak Investment Trust II6507921426Organization5% or Greater Indirect Ownership Interest7.73
Lcs CC Holdings Inc8820569668Organization5% or Greater Indirect Ownership Interest6.84
Rci Legacy Holdings LLC7911392436Organization5% or Greater Indirect Ownership Interest5.02
Redwood Holdings LLC8628215936Organization5% or Greater Indirect Ownership Interest4.98
Oak Investment Trust5698830511Organization5% or Greater Indirect Ownership Interest2.88
Mpm Senior Living Investors LLC9739574096Organization5% or Greater Indirect Ownership Interest2.35
Mccarthy Group LLC6507293917Organization5% or Greater Indirect Ownership Interest1.63
Lcs Management Holding Company LLC7416342688Organization5% or Greater Indirect Ownership Interest0.79
Bridgette C Uhlemann2466892732IndividualCorporate Officer0
Daniel L Lahey0840541041IndividualCorporate Officer0
Gelynna Shaw4880054576IndividualCorporate Officer0
John Christopher Bird6800282542IndividualCorporate Officer0
Jason C Victor2062776172IndividualCorporate Officer0
Pinnacle Bank9931407970Organization5% or Greater Mortgage Interest; 5% or Greater Security Interest29

Linked facilities

Facility Location Role / stake HPRD Ratings Census Flags
Somerfield at the Heritage
Heritage Retirement Facilities LLC
60 residents
Other disclo…
4.23Ovr★★★★★Stf★★★★★Ins★★★★★QM★★★★60
  • Heritage Retirement Facilities LLC
    Other disclosed role60 res4.23 HPRD
    Overall 5Staffing Staff 5
Related CMS associates

FEC political contributions FEC contributions Beta

Name match to Heritage Retirement Facilities LLC in FEC filings. Similar names may appear—confirm on FEC.gov.