Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$238K
- Vision$233K
- Life$233K
- Short-term disability$233K
- Long-term disability$233K
Filings through .
Top hat
United Heritage Financial Group
EIN 82-0464401Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$41.2M assets
Health & Benefits
1
$238K premiums
Participants
303
707 EAST UNITED HERITAGE CT - MERIDIAN, ID 836807777208-493-6161
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 / $238K premiums / 200 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#002
UNITED HERITAGE FINANCIAL GROUP 401(K) PLAN
401(k)
Assets$41.2M
Participants186
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
UNITED HERITAGE FINANCIAL GROUP HEALTH & WELFARE PLAN
Mixed - UNITED HERITAGE LIFE INSURANCE COMPANY
Premiums$238K
Covered lives200
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | UNITED HERITAGE FINANCIAL GROUP 401(K) PLAN | 401(k) | $41.2M | 186 | 2025 |
- #002 · 401(k) · 2025186
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | UNITED HERITAGE FINANCIAL GROUP HEALTH & WELFARE PLAN | Mixed | UNITED HERITAGE LIFE INSURANCE COMPANY | $238K | 200 | 2025 |
- #501 · Mixed · UNITED HERITAGE LIFE INSURANCE COMPANY · 2025200
Retirement plans
Health & Benefits plans