Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$4.0M
- Health$4.0M
- Prescription drug$4.0M
- Dental$170K
- Life$112K
- Other$112K
- +1 more
Sponsor portfolioTH
THE HERITAGE AUTOMOTIVE GROUP, INC.
EIN 03-0284529automotiveLatest filing 2025
Plans
2
Retirement
1
$24.8M assets
Welfare
1
$4.3M premiums
Participants
650
1600 SHELBURNE ROAD - SOUTH BURLINGTON, VT 05402802-865-8271hteamcareers.comLinkedIn201-500 employeesautomotive
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.3M premiums / 334 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- DELTA DENTAL OF CALIFORNIA4%
- UNITED OF OMAHA LIFE INSURANCE COMPANY2%
- VISION SERVICE PLAN1%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
85%top
- DIGITAL INSURANCE LLC85%
- ENROLLEASE9%
- CENTRO BENEFITS RESEARCH LLC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
THE HERITAGE AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$24.8M
Participants392
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#518
HERITAGE AUTOMOTIVE GROUP WRAP BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF VERMONT
Premiums$4.3M
Covered lives334
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | THE HERITAGE AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN | 401k | $24.8M | 392 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 518 | HERITAGE AUTOMOTIVE GROUP WRAP BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF VERMONT | $4.3M | 334 | 2025 |
Retirement plans
Welfare plans