Carrier market share
Premium dollars by Schedule A carrier
100%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Sponsor portfolio
HERITAGE PRODUCTS INC.
EIN 36-3603927ManufacturingLatest filing 2025
Plans
4
Retirement
1
$8.0M assets
Welfare
3
$132K premiums
Participants
553
2000 SMITH AVENUE - CRAWFORDSVILLE, IN 47933765-364-9002
Benefits portfolio analytics
3 plans / $132K premiums / 369 covered livesBundled
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES 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 PRODUCTS INC. RETIREMENT SAVINGS PLAN
401k
Assets$8.0M
Participants184
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HERITAGE PRODUCTS, INC. HEALTH AND WELFARE PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$105K
Covered lives128
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
HERITAGE PRODUCTS, INC. HEALTH AND WELFARE PLAN
Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$15K
Covered lives113
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
HERITAGE PRODUCTS, INC. HEALTH AND WELFARE PLAN
Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$11K
Covered lives128
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HERITAGE PRODUCTS INC. RETIREMENT SAVINGS PLAN | 401k | $8.0M | 184 | 2025 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HERITAGE PRODUCTS, INC. HEALTH AND WELFARE PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $105K | 128 | 2025 | |
| 503 | HERITAGE PRODUCTS, INC. HEALTH AND WELFARE PLAN | Fully Insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $15K | 113 | 2025 | |
| 502 | HERITAGE PRODUCTS, INC. HEALTH AND WELFARE PLAN | Fully Insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $11K | 128 | 2025 |
Retirement plans
Welfare plans