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Sponsor portfolio

COMMUNITY HERITAGE FINANCIAL, INC.

EIN 83-1950225-Latest filing 2025
Plans
3
Retirement
1
$10.3M assets
Welfare
2
$248K premiums
Participants
496
24 WEST MAIN ST - MIDDLETOWN, MD 21769301-371-3053
Plans on this EIN
3 filings
#001401k-$10.3M - 204 part#503Fully Insured-$136K - 168 lives#502Fully Insured-$112K - 124 lives

Benefits portfolio analytics

2 plans / $248K premiums / 292 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$61K
  • Life$45K
  • Other$45K
  • Long-term disability$30K
Total $136K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • NORTHWESTERN MUTUAL100%
Total $136K1 slice

Broker market share

Schedule A broker compensation

Split broker
50%top
  • R TODD GRANDY50%
  • EDWARD ANDERSON JR34%
  • G SCOTT COOKE7%
  • DAVID WAYNE ZIEGLER5%
  • SCOTT IODICE ASSC LLC4%
Total $15K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

COMMUNITY HERITAGE FINANCIAL 401 (K) PLAN

401k

Assets$10.3M
Participants204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

COMMUNITY HERITAGE FINANCIAL, INC. LIFE AND DISABILITY PLAN

Fully Insured - NORTHWESTERN MUTAL

Premiums$136K
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

COMMUNITY HERITAGE FINANCIAL DENTAL AND VISION BENEFIT PLAN

Fully Insured - UNITED CONCORDIA INSURANCE COMPANY

Premiums$112K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COMMUNITY HERITAGE FINANCIAL 401 (K) PLAN401k$10.3M2042024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503COMMUNITY HERITAGE FINANCIAL, INC. LIFE AND DISABILITY PLANFully InsuredNORTHWESTERN MUTAL$136K1682025
502COMMUNITY HERITAGE FINANCIAL DENTAL AND VISION BENEFIT PLANFully InsuredUNITED CONCORDIA INSURANCE COMPANY$112K1242024
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