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
Sponsor portfolio
HERITAGE DISTRIBUTION HOLDINGS OPCO LLC
EIN 87-1969363wholesaleLatest filing 2025
Plans
2
Retirement
1
$105.6M assets
Welfare
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 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 1,626 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- RELIASTAR LIFE INSURANCE COMPANY94%
- FIDELITY SECURITY LIFE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
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 DISTRIBUTION HOLDINGS 401(K) PLAN
401k
Assets$105.6M
Participants1,389
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HERITAGE DISTRIBUTION HOLDINGS WRAP BENEFIT PLAN
Mixed - RELIASTAR LIFE INSURANCE COMPANY
Premiums$1.2M
Covered lives1,626
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HERITAGE DISTRIBUTION HOLDINGS 401(K) PLAN | 401k | $105.6M | 1,389 | 2025 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans