Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$81K
- Life$71K
- Long-term disability$71K
- Short-term disability$10K
Filings through .
Heritage University
EIN 91-1160585higher educationLatest filing 2025
Plans
2
Retirement
1
$23.6M assets
Health & Benefits
1
$81K premiums
Participants
804
3240 FORT ROAD - TOPPENISH, WA 98948509-865-8500heritage.eduLinkedIn201-500 employeeshigher education
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 / $81K premiums / 173 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 UNIVERSITY RETIREMENT PLAN
403(b)
Assets$23.6M
Participants631
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
HERITAGE UNIVERSITY WELFARE BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$81K
Covered lives173
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 UNIVERSITY RETIREMENT PLAN | 403(b) | $23.6M | 631 | 2024 |
- #001 · 403(b) · 2024631
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | HERITAGE UNIVERSITY WELFARE BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $81K | 173 | 2025 |
- #502 · Mixed · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025173
Retirement plans
Health & Benefits plans