Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$435K
- Dental$432K
- Vision$432K
- Life$432K
- Short-term disability$432K
- Long-term disability$432K
Filings through .
Heritage Operations Group, LLC
EIN 20-3902357hospital & health careLatest filing 2025
Plans
2
Retirement
1
$22.2M assets
Health & Benefits
1
$435K premiums
Participants
1,804
115 W JEFFERSON STREET SUITE 401 - BLOOMINGTON, IL 61701309-823-7198evergreenslc.comLinkedIn1001-5000 employeeshospital & health care
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 / $435K premiums / 686 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
HERITAGE OPERATIONS GROUP, LLC RETIREMENT SAVINGS PLAN
401(k)
Assets$22.2M
Participants1,511
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
HERITAGE OPERATIONS GROUP, LLC HEALTH INSURANCE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$435K
Covered lives686
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HERITAGE OPERATIONS GROUP, LLC RETIREMENT SAVINGS PLAN | 401(k) | $22.2M | 1,511 | 2025 |
- #001 · 401(k) · 20251,511
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | HERITAGE OPERATIONS GROUP, LLC HEALTH INSURANCE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $435K | 686 | 2025 |
- #501 · Mixed · METROPOLITAN LIFE INSURANCE COMPANY · 2025686
Retirement plans
Health & Benefits plans