Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$530K
- Life$395K
- Short-term disability$395K
- Long-term disability$395K
- Vision$38K
Sponsor portfolio
HERITAGE CAPITAL CORPORATION
EIN 75-1399826Latest filing 2025
Plans
2
Retirement
1
$56.1M assets
Welfare
1
$568K premiums
Participants
1,867
2801 WEST AIRPORT FREEWAY - DALLAS, TX 75261214-528-3500
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $568K premiums / 892 covered livesCarrier market share
Premium dollars by Schedule A carrier
70%top
- HARTFORD LIFE AND ACCIDENT70%
- RELIASTAR LIFE INSURANCE COMPANY12%
- FIRST STOP HEALTH12%
- EYEMED VISION CARE7%
Broker market share
Schedule A broker compensation
87%top
- GALLAGHER BENEFIT SERVICES, INC.87%
- ADP INC13%
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 CAPITAL CORPORATION 401(K) PLAN
401k
Assets$56.1M
Participants1,119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HERITAGE CAPITAL CORPORATION GROUP INSURANCE PLAN
Mewa - HARTFORD LIFE AND ACCIDENT
Premiums$568K
Covered lives892
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HERITAGE CAPITAL CORPORATION 401(K) PLAN | 401k | $56.1M | 1,119 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HERITAGE CAPITAL CORPORATION GROUP INSURANCE PLAN | Mewa | HARTFORD LIFE AND ACCIDENT | $568K | 892 | 2025 |
Retirement plans
Welfare plans