Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$9.5M
- Prescription drug$9.5M
- Stop-loss$9.5M
- Short-term disability$850K
- Long-term disability$511K
- Life$407K
- +2 more
Sponsor portfolioTH
HERITAGE CHRISTIAN SERVICES, INC.
EIN 22-2334190individual & family servicesLatest filing 2024
Plans
2
Retirement
1
$37.0M assets
Welfare
1
$11.2M premiums
Participants
6,857
275 KENNETH DRIVE, SUITE 100 - ROCHESTER, NY 14623585-340-2000heritagechristianservices.orgLinkedIn1001-5000 employeesindividual & family services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $11.2M premiums / 3,933 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- METROPOLITAN LIFE INSURANCE COMPANY11%
Broker market share
Schedule A broker compensation
100%top
- LAWLEY BENEFITS GROUP LLC100%
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 CHRISTIAN SERVICES, INC. RETIREMENT PLAN
ProfitSharing
Assets$37.0M
Participants2,924
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
HERITAGE CHRISTIAN SERVICES, INC. HEALTH & WELFARE BENEFITS PLAN
Mixed - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$11.2M
Covered lives3,933
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HERITAGE CHRISTIAN SERVICES, INC. RETIREMENT PLAN | ProfitSharing | $37.0M | 2,924 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | HERITAGE CHRISTIAN SERVICES, INC. HEALTH & WELFARE BENEFITS PLAN | Mixed | EXCELLUS BLUE CROSS BLUE SHIELD | $11.2M | 3,933 | 2024 |
Retirement plans
Welfare plans