Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$647K
- Dental$647K
- Vision$647K
- Prescription drug$647K
- Life$59K
- Short-term disability$59K
- +2 more
Sponsor portfolio
HERITAGE OPERATING, LLC
EIN 82-4968837Latest filing 2025
Plans
2
Retirement
1
$7.7M assets
Welfare
1
$706K premiums
Participants
703
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $706K premiums / 349 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- PRINCIPAL LIFE INSURANCE COMPANY8%
Broker market share
Schedule A broker compensation
46%top
- DUANE KING46%
- ALLIANT INSURANCE SERVICES, INC.27%
- ELIZABETH LARSHUS26%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#101
HERITAGE FAMILY FUNERAL SERVICES 401(K) PLAN
401k
Assets$7.7M
Participants402
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HERITAGE FAMILY FUNERAL SERVICES
Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.
Premiums$706K
Covered lives349
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 101 | HERITAGE FAMILY FUNERAL SERVICES 401(K) PLAN | 401k | $7.7M | 402 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HERITAGE FAMILY FUNERAL SERVICES | Fully Insured | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $706K | 349 | 2025 |
Retirement plans
Welfare plans