Carrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Sponsor portfolio
HERITAGE PROPERTIES, INC.
EIN 64-0665203real estateLatest filing 2025
Plans
2
Retirement
1
$4.9M assets
Welfare
1
$97K premiums
Participants
401
116 ONE MADISON PLAZA, SUITE 2100 - MADISON, MS 39110601-605-1015heritageproperties.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $97K premiums / 185 covered livesBundled
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
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 PROPERTIES, INC. EMPLOYEE RETIREMENT PLAN
401k
Assets$4.9M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HERITAGE PROPERTIES, INC. HEALTH AND WELFARE PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$97K
Covered lives185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HERITAGE PROPERTIES, INC. EMPLOYEE RETIREMENT PLAN | 401k | $4.9M | 216 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HERITAGE PROPERTIES, INC. HEALTH AND WELFARE PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $97K | 185 | 2025 |
Retirement plans
Welfare plans