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Sponsor portfolio

HERITAGE BEHAVIORAL HEALTH CENTER, INC.

EIN 37-0765549-mental health care-Latest filing 2025
Plans
5
Retirement
1
$178K assets
Welfare
4
$1.6M premiums
Participants
1,070
151 N MAIN STREET - DECATUR, IL 62523217-420-4779LinkedIn1-10 employeesmental health care
Plans on this EIN
5 filings
#001401k-$178K - 278 part#502Fully Insured-$1.4M - 159 lives#503Fully Insured-$80K - 183 lives#501Fully Insured-$68K - 290 lives#504Fully Insured-$13K - 151 lives

Benefits portfolio analytics

4 plans / $1.6M premiums / 783 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$80K
  • Life$68K
  • Short-term disability$68K
  • Other$68K
  • Vision$13K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • DELTA DENTAL OF CALIFORNIA5%
  • DEARBORN LIFE INSURANCE COMPANY4%
  • PROTEC INSURANCE COMPANY1%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • JAGGI PETRY INSURANCE & INVESTMENT100%
Total $72K1 slice

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 BEHAVIORAL HEALTH CENTER, INC. 401(K) PLAN

401k

Assets$178K
Participants278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HERITAGE BEHAVIORAL HEALTH CENTER, INC. HEALTH PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$1.4M
Covered lives159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

HERITAGE BEHAVIORAL HEALTH CENTER, INC. DENTAL PLAN

Fully Insured - DELTA DENTAL OF ILLINOIS

Premiums$80K
Covered lives183
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

HERITAGE BEHAVIORAL HEALTH CENTER, INC. AD&D, LIFE AND STD PLAN

Fully Insured - DEARBORN LIFE INSURANCE COMPANY

Premiums$68K
Covered lives290
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

HERITAGE BEHAVIORAL HEALTH CENTER, INC. VISION PLAN

Fully Insured - PROTEC INSURANCE COMPANY

Premiums$13K
Covered lives151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HERITAGE BEHAVIORAL HEALTH CENTER, INC. 401(K) PLAN401k$178K2782024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HERITAGE BEHAVIORAL HEALTH CENTER, INC. HEALTH PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$1.4M1592025
503HERITAGE BEHAVIORAL HEALTH CENTER, INC. DENTAL PLANFully InsuredDELTA DENTAL OF ILLINOIS$80K1832025
501HERITAGE BEHAVIORAL HEALTH CENTER, INC. AD&D, LIFE AND STD PLANFully InsuredDEARBORN LIFE INSURANCE COMPANY$68K2902025
504HERITAGE BEHAVIORAL HEALTH CENTER, INC. VISION PLANFully InsuredPROTEC INSURANCE COMPANY$13K1512025
Retirement plans
Welfare plans
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