Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.1M
- Short-term disability$1.1M
- Long-term disability$1.1M
- Other$1.1M
- Vision$69K
Filings through .
Heritage Distribution Holdings Opco LLC
EIN 87-1969363wholesaleLatest filing 2025
Plans
2
Retirement
1
$105.6M assets
Health & Benefits
1
$1.2M premiums
Participants
2,525
3350 PEACHTREE RD NE SUITE 650 - ATLANTA, GA 30326770-799-8121heritagedistribution.comLinkedIn1001-5000 employeeswholesale
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 / $1.2M premiums / 1,626 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#001
HERITAGE DISTRIBUTION HOLDINGS 401(K) PLAN
401(k)
Assets$105.6M
Participants1,389
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
HERITAGE DISTRIBUTION HOLDINGS WRAP BENEFIT PLAN
Mixed - RELIASTAR LIFE INSURANCE COMPANY
Premiums$1.2M
Covered lives1,626
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HERITAGE DISTRIBUTION HOLDINGS 401(K) PLAN | 401(k) | $105.6M | 1,389 | 2025 |
- #001 · 401(k) · 20251,389
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | HERITAGE DISTRIBUTION HOLDINGS WRAP BENEFIT PLAN | Mixed | RELIASTAR LIFE INSURANCE COMPANY | $1.2M | 1,626 | 2025 |
- #501 · Mixed · RELIASTAR LIFE INSURANCE COMPANY · 20251,626
Retirement plans
Health & Benefits plans