Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Dental$170K
- Other$88K
- Life$53K
- Short-term disability$43K
- Vision$37K
Sponsor portfolio
HERITAGE HOTELS AND RESORTS, INC.
EIN 20-1884106Latest filing 2025
Plans
2
Retirement
1
$1.8M assets
Welfare
1
$2.5M premiums
Participants
1,728
201 3RD ST NW, SUITE 1140 - ALBUQUERQUE, NM 87102505-314-5152
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 386 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- PRESBYTERIAN HEALTH PLAN INC.86%
- UNITED CONCORDIA INSURANCE COMPANY7%
- UNITED OF OMAHA LIFE INSURANCE COMPANY5%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
85%top
- HUB INTERNATIONAL MIDWEST LIMITED85%
- WEB BENEFITS DESIGN CORPORATION15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HERITAGE 401(K) PLAN
401k
Assets$1.8M
Participants1,342
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HERITAGE HOTELS AND RESORTS SMART CARE 5000 HMO
Fully Insured - PRESBYTERIAN HEALTH PLAN INC
Premiums$2.5M
Covered lives386
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HERITAGE 401(K) PLAN | 401k | $1.8M | 1,342 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HERITAGE HOTELS AND RESORTS SMART CARE 5000 HMO | Fully Insured | PRESBYTERIAN HEALTH PLAN INC | $2.5M | 386 | 2025 |
Retirement plans
Welfare plans