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
Filings through .
Top hat
The Heritage Automotive Group, Inc.
EIN 03-0284529automotiveLatest filing 2025
Plans
2
Retirement
1
$29.1M assets
Health & Benefits
1
$4.3M premiums
Participants
586
30 GREEN MOUNTAIN DRIVE - SOUTH BURLINGTON, VT 05403802-865-8289hteamcareers.comLinkedIn201-500 employeesautomotive
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $4.3M premiums / 334 covered lives
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
THE HERITAGE AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$29.1M
Participants328
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#518
HERITAGE AUTOMOTIVE GROUP WRAP BENEFIT PLAN
Fully insured - BLUE CROSS BLUE SHIELD OF VERMONT
Premiums$4.3M
Covered lives334
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | THE HERITAGE AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $29.1M | 328 | 2025 |
- #003 · 401(k) · 2025328
Health & Benefits plans
1 plan on this EIN
| 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 |
- #518 · Fully insured · BLUE CROSS BLUE SHIELD OF VERMONT · 2025334
Retirement plans
Health & Benefits plans