Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$130K
- Life$111K
- Short-term disability$111K
- Long-term disability$111K
- Vision$15K
Sponsor portfolio
HERITAGE SCHOOL, INC.
EIN 87-0514958Latest filing 2025
Plans
2
Retirement
1
$7.7M assets
Welfare
1
$145K premiums
Participants
650
5600 NORTH HERITAGE SCHOOL DRIVE - PROVO, UT 846047701801-226-4620
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $145K premiums / 388 covered livesCarrier market share
Premium dollars by Schedule A carrier
77%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY77%
- BLOMQUIST HALE CONSULTING13%
- METROPOLITAN LIFE INSURANCE COMPANY10%
Broker market share
Schedule A broker compensation
100%top
- MORETON & COMPANY100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HERITAGE SCHOOLS, INC. 401(K) PLAN
401k
Assets$7.7M
Participants262
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HERITAGE, INC. HEALTH & WELFARE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$145K
Covered lives388
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HERITAGE SCHOOLS, INC. 401(K) PLAN | 401k | $7.7M | 262 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HERITAGE, INC. HEALTH & WELFARE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $145K | 388 | 2025 |
Retirement plans
Welfare plans