Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Prescription drug$1.9M
- Dental$121K
- Life$32K
- Short-term disability$32K
- Other$32K
- +1 more
Sponsor portfolio
HERITAGE PROPERTY MANAGEMENT, INC.
EIN 38-2950738Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$8.4M assets
Welfare
1
$2.1M premiums
Participants
335
950 TAYLOR AVENUE - GRAND HAVEN, MI 494172282616-842-2425
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.1M premiums / 329 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- PRIORITY HEALTH91%
- DELTA DENTAL OF CALIFORNIA6%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
40%top
- SCOTT M. SETTLE40%
- DAVID A. NURRE38%
- USI INSURANCE SERVICES LLC11%
- NOTHWEST ENROLLX LLC4%
- HUB INTERNATIONAL MIDWEST LIMITED4%
- +2 more
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 PROPERTY MANAGEMENT, INC. 401K SAVINGS PLAN
401k
Assets$8.4M
Participants99
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HERITAGE PROPERTY MANAGEMENT, INC. GROUP HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - PRIORITY HEALTH
Premiums$2.1M
Covered lives329
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HERITAGE PROPERTY MANAGEMENT, INC. 401K SAVINGS PLAN | 401k | $8.4M | 99 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HERITAGE PROPERTY MANAGEMENT, INC. GROUP HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | PRIORITY HEALTH | $2.1M | 329 | 2025 |
Retirement plans
Welfare plans