Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$638K
- Dental$102K
- Vision$102K
- Other$51K
- Life$48K
- Long-term disability$41K
- +1 more
Sponsor portfolio
HERITAGE PETROLEUM, LLC
EIN 35-2152995oil & energyLatest filing 2025
Plans
2
Retirement
1
$10.0M assets
Welfare
1
$861K premiums
Participants
459
516 N. SEVENTH AVENUE, P.O. BOX 6850 - EVANSVILLE, IN 47719812-463-0919heritageoil.comLinkedIn51-200 employeesoil & energy
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $861K premiums / 347 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- HM LIFE INSURANCE COMPANY74%
- HEALTH RESOURCES, INC.12%
- LIFE INSURANCE COMPANY OF NORTH AMERICA11%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK3%
- UNITEDHEALTHCARE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
64%top
- EPIC64%
- ONI RISK PARTNERS INC36%
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 PETROLEUM, LLC 401(K) PLAN
401k
Assets$10.0M
Participants292
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HERITAGE PETROLEUM, LLC EMPLOYEE BENEFIT PLAN
Mixed - HM LIFE INSURANCE COMPANY
Premiums$861K
Covered lives347
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HERITAGE PETROLEUM, LLC 401(K) PLAN | 401k | $10.0M | 292 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HERITAGE PETROLEUM, LLC EMPLOYEE BENEFIT PLAN | Mixed | HM LIFE INSURANCE COMPANY | $861K | 347 | 2025 |
Retirement plans
Welfare plans