Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$127K
- Life$83K
Sponsor portfolio
HERITAGE ENCON GROUP INC.
EIN 56-1804481furnitureLatest filing 2025
Plans
2
Retirement
1
$6.4M assets
Welfare
1
$210K premiums
Participants
504
8230 WILKINSON BLVD - CHARLOTTE, NC 282147005704-399-1369heritagehome.comLinkedIn1001-5000 employeesfurniture
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $210K premiums / 260 covered livesCarrier market share
Premium dollars by Schedule A carrier
61%top
- HCC LIFE INSURANCE COMPANY61%
- AMERCIAN HERITAGE LIFE INSURANCE COMPANY39%
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 GROUP PROFIT SHARING PLAN
401k
Assets$6.4M
Participants244
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
HERITAGE ENCON GROUP INC CAFETERIA PLAN
Mixed - TOKIO MARINE
Premiums$210K
Covered lives260
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HERITAGE GROUP PROFIT SHARING PLAN | 401k | $6.4M | 244 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HERITAGE ENCON GROUP INC CAFETERIA PLAN | Mixed | TOKIO MARINE | $210K | 260 | 2025 |
Retirement plans
Welfare plans