Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Dental$112K
- Life$112K
- Long-term disability$112K
- Vision$13K
Sponsor portfolio
HERITAGE HALL SCHOOLS
EIN 73-0783395Latest filing 2025
Plans
2
Retirement
1
$29.3M assets
Welfare
1
$1.4M premiums
Participants
556
1800 NW 122ND ST. - OKLAHOMA CITY, OK 73120
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 235 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- UNITED HEALTHCARE INSURANCE COMPANY91%
- PRINCIPAL LIFE INSURANCE COMPANY8%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
94%top
- INSERVICES, LLC94%
- JOHN WILLIAM RITCHIE6%
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 HALL 403(B) DC AND TDA PLAN
403b
Assets$29.3M
Participants416
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HERITAGE HALL HEALTH INSURANCE PLAN
Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$1.4M
Covered lives235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HERITAGE HALL 403(B) DC AND TDA PLAN | 403b | $29.3M | 416 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HERITAGE HALL HEALTH INSURANCE PLAN | Fully Insured | UNITED HEALTHCARE INSURANCE COMPANY | $1.4M | 235 | 2025 |
Retirement plans
Welfare plans