Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$9.8M
- Prescription drug$9.8M
- Stop-loss$9.8M
- Short-term disability$842K
- Long-term disability$504K
- Dental$433K
- +2 more
Filings through .
Top hat
Heritage Christian Services, Inc.
EIN 22-2334190individual & family servicesLatest filing 2025
Plans
2
Retirement
1
$44.7M assets
Health & Benefits
1
$11.5M premiums
Participants
5,523
275 KENNETH DR, STE 100 - ROCHESTER, NY 146234277585-340-2034heritagechristianservices.orgLinkedIn1001-5000 employeesindividual & family services
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 / $11.5M premiums / 3,684 covered lives
See carrier and broker market share with Pro.
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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#001
HERITAGE CHRISTIAN SERVICES, INC. RETIREMENT PLAN
Profit-sharing
Assets$44.7M
Participants1,839
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
HERITAGE CHRISTIAN SERVICES, INC. HEALTH & WELFARE BENEFITS PLAN
Mixed - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$11.5M
Covered lives3,684
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 CHRISTIAN SERVICES, INC. RETIREMENT PLAN | Profit-sharing | $44.7M | 1,839 | 2025 |
- #001 · Profit-sharing · 20251,839
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | HERITAGE CHRISTIAN SERVICES, INC. HEALTH & WELFARE BENEFITS PLAN | Mixed | EXCELLUS BLUE CROSS BLUE SHIELD | $11.5M | 3,684 | 2025 |
- #503 · Mixed · EXCELLUS BLUE CROSS BLUE SHIELD · 20253,684
Retirement plans
Health & Benefits plans