Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$23K
- Life$17K
- Other$17K
- Vision$6K
Sponsor portfolio
J.F. HERITAGE, LLC
EIN 27-4182083hospital & health careLatest filing 2025
Plans
2
Retirement
1
$1.1M assets
Welfare
1
$47K premiums
Participants
251
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $47K premiums / 129 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- GCG FINANCIAL 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
CROWN POINT 401K PLAN
401k
Assets$1.1M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CROWN POINT HEALTH AND WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$47K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CROWN POINT 401K PLAN | 401k | $1.1M | 120 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CROWN POINT HEALTH AND WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $47K | 129 | 2025 |
Retirement plans
Welfare plans