Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$272K
- Dental$246K
- Life$246K
- Short-term disability$246K
- Long-term disability$246K
- Other$246K
- +1 more
Sponsor portfolioTH
HERITAGE MINISTRIES CHARITABLE CARE NETWORK, INC.
EIN 26-1454957Latest filing 2025
Plans
2
Retirement
1
$15.6M assets
Welfare
1
$553K premiums
Participants
1,386
4600 ROUTE 60, P.O. BOX 350 - GERRY, NY 14740716-338-0381
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $553K premiums / 357 covered livesCarrier market share
Premium dollars by Schedule A carrier
49%top
- HM LIFE INSURANCE COMPANY49%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA45%
- VISION SERVICE PLAN6%
Broker market share
Schedule A broker compensation
97%top
- BROWN & BROWN INSURANCE SERVICES97%
- STRATEGIC NON-MEDICAL SOLUTION3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE HERITAGE VILLAGE 401(K) PROFIT SHARING PLAN
403b
Assets$15.6M
Participants1,029
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
THE HERITAGE BENEFITS PLAN
Mixed - HM LIFE INSURANCE COMPANY OF NEW YORK
Premiums$553K
Covered lives357
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE HERITAGE VILLAGE 401(K) PROFIT SHARING PLAN | 403b | $15.6M | 1,029 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | THE HERITAGE BENEFITS PLAN | Mixed | HM LIFE INSURANCE COMPANY OF NEW YORK | $553K | 357 | 2025 |
Retirement plans
Welfare plans