Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Vision$1.3M
- Dental$43K
- Long-term disability$17K
- Life$16K
- Other$641
Sponsor portfolio
NORTH AMERICAN HERITAGE SERVICES, INC.
EIN 03-0356103individual & family servicesLatest filing 2025
Plans
2
Retirement
1
$18.0M assets
Welfare
1
$1.3M premiums
Participants
265
771 W MAIN ST., STE 120 - LEXINGTON, KY 40508859-233-4270nahsi.comLinkedIn1-10 employeesindividual & family services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 204 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- ANTHEM LIFE INSURANCE COMPANY94%
- DELTA DENTAL OF CALIFORNIA3%
- LIFE INSURANCE COMPANY OF NORTH AMERICA2%
Broker market share
Schedule A broker compensation
67%top
- MARSH & MCLENNAN AGENCY LLC67%
- MCGRIFF INSURANCE SERVICES INC33%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NORTH AMERICAN HERITAGE SERVICES 401(K) PLAN
401k
Assets$18.0M
Participants151
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
NORTH AMERICAN HERITAGE SERVICES HEALTH AND WELFARE PLAN
Mixed - ANTHEM HEALTH PLANS OF KY, INC
Premiums$1.3M
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NORTH AMERICAN HERITAGE SERVICES 401(K) PLAN | 401k | $18.0M | 151 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | NORTH AMERICAN HERITAGE SERVICES HEALTH AND WELFARE PLAN | Mixed | ANTHEM HEALTH PLANS OF KY, INC | $1.3M | 204 | 2025 |
Retirement plans
Welfare plans