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
Sponsor portfolioTH
UNITED HERITAGE FINANCIAL GROUP
EIN 82-0464401Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$41.2M assets
Welfare
1
$238K premiums
Participants
303
707 EAST UNITED HERITAGE CT - MERIDIAN, ID 836807777208-493-6161
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $238K premiums / 200 covered livesCarrier market share
Premium dollars by Schedule A carrier
98%top
- UNITED HERITAGE LIFE INSURANCE COMPANY98%
- COMPSYCH2%
Broker market share
Schedule A broker compensation
100%top
- CHAD MURRAY100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
UNITED HERITAGE FINANCIAL GROUP 401(K) PLAN
401k
Assets$41.2M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UNITED HERITAGE FINANCIAL GROUP HEALTH & WELFARE PLAN
Mixed - UNITED HERITAGE LIFE INSURANCE COMPANY
Premiums$238K
Covered lives200
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UNITED HERITAGE FINANCIAL GROUP 401(K) PLAN | 401k | $41.2M | 186 | 2025 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans