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
Sponsor portfolio
HERITAGE OPERATIONS GROUP, LLC
EIN 20-3902357hospital & health careLatest filing 2025
Plans
2
Retirement
1
$20.8M assets
Welfare
1
$435K premiums
Participants
1,296
115 WEST JEFFERSON STREET, SUITE 401 - BLOOMINGTON, IL 61701309-828-4361evergreenslc.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $435K premiums / 686 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- METROPOLITAN LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
34%top
- MARK S METTILLE34%
- GIS BENEFITS INC19%
- LOCKTON COMPANIES, LLC16%
- BOON CHAPMAN BENEFIT ADMINISTRATORS13%
- LANDE VAN GUNDY AGENCY13%
- +1 more
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 OPERATIONS GROUP, LLC RETIREMENT SAVINGS PLAN
401k
Assets$20.8M
Participants1,003
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HERITAGE OPERATIONS GROUP, LLC HEALTH INSURANCE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$435K
Covered lives686
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HERITAGE OPERATIONS GROUP, LLC RETIREMENT SAVINGS PLAN | 401k | $20.8M | 1,003 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HERITAGE OPERATIONS GROUP, LLC HEALTH INSURANCE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $435K | 686 | 2025 |
Retirement plans
Welfare plans