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Sponsor portfolioTH

HERITAGE CHRISTIAN SCHOOLS, INC.

EIN 35-1111818-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$7.1M assets
Welfare
1
$241K premiums
Participants
453
6401 EAST 75TH STREET - INDIANAPOLIS, IN 46250317-849-3441heritagechristian.netLinkedIn201-500 employeesprimary/secondary education
Plans on this EIN
2 filings
#003401k-$7.1M - 274 part#501Fully Insured-$241K - 332 lives

Benefits portfolio analytics

1 plan / $241K premiums / 332 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$139K
  • Vision$139K
  • Other$102K
  • Life$83K
  • Short-term disability$83K
  • Long-term disability$83K
Total $241K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • DELTA DENTAL OF CALIFORNIA58%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA34%
  • QBE INSURANCE8%
  • MARATHON HEALTH0%
Total $241K4 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • MJ INSURANCE89%
  • JAMES R NELLIGAN & ASSOCIATES LLC11%
Total $36K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

HERITAGE CHRISTIAN SCHOOLS, INC. 401(K) PLAN

401k

Assets$7.1M
Participants274
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HERITAGE CHRISTIAN SCHOOLS, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - DELTA DENTAL OF INDIANA

Premiums$241K
Covered lives332
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003HERITAGE CHRISTIAN SCHOOLS, INC. 401(K) PLAN401k$7.1M2742025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HERITAGE CHRISTIAN SCHOOLS, INC. EMPLOYEE BENEFIT PLANFully InsuredDELTA DENTAL OF INDIANA$241K3322025
Retirement plans
Welfare plans
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