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
Filings through .
Heritage Capital Corporation
EIN 75-1399826Retail TradeLatest filing 2025
Plans
2
Retirement
1
$70.6M assets
Health & Benefits
1
$568K premiums
Participants
1,803
2801 W AIRPORT FWY - DALLAS, TX 75261214-528-3500
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $568K premiums / 892 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
HERITAGE CAPITAL CORPORATION 401(K) PLAN
401(k)
Assets$70.6M
Participants1,055
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
HERITAGE CAPITAL CORPORATION GROUP INSURANCE PLAN
Mewa - HARTFORD LIFE AND ACCIDENT
Premiums$568K
Covered lives892
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HERITAGE CAPITAL CORPORATION 401(K) PLAN | 401(k) | $70.6M | 1,055 | 2025 |
- #001 · 401(k) · 20251,055
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | HERITAGE CAPITAL CORPORATION GROUP INSURANCE PLAN | Mewa | HARTFORD LIFE AND ACCIDENT | $568K | 892 | 2025 |
- #501 · Mewa · HARTFORD LIFE AND ACCIDENT · 2025892
Retirement plans
Health & Benefits plans