Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$921K
- Dental$921K
- Vision$921K
- Other$102K
- Life$71K
- Short-term disability$71K
- +1 more
Sponsor portfolio
HERITAGE MILLWORKS, LLC DBA POWELL VALLEY MILLWORK
EIN 46-4340824Latest filing 2025
Plans
2
Retirement
1
$970K assets
Welfare
1
$1.0M premiums
Participants
382
588 LOFTY HEIGHTS ROAD - CLAY CITY, KY 40312606-663-0974
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.0M premiums / 253 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- ANTHEM LIFE INSURANCE COMPANY90%
- HARTFORD LIFE AND ACCIDENT7%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
91%top
- MARSH & MCLENNAN AGENCY LLC91%
- ROBBINS STAR9%
- KEELER & ASSOCIATES1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HERITAGE MILLWORKS LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$970K
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HERITAGE MILLWORKS EMPLOYEE BENEFIT PLAN
Fully Insured - ANTHEM HEALTH PLANS OF KENTUCKY, INC.
Premiums$1.0M
Covered lives253
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HERITAGE MILLWORKS LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $970K | 181 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HERITAGE MILLWORKS EMPLOYEE BENEFIT PLAN | Fully Insured | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | $1.0M | 253 | 2025 |
Retirement plans
Welfare plans