Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$81K
- Life$71K
- Long-term disability$71K
- Short-term disability$10K
Sponsor portfolio
HERITAGE UNIVERSITY
EIN 91-1160585higher educationLatest filing 2025
Plans
2
Retirement
1
$23.6M assets
Welfare
1
$81K premiums
Participants
804
3240 FORT ROAD - TOPPENISH, WA 98948509-865-8500heritage.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $81K premiums / 173 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY88%
- AFLAC12%
Broker market share
Schedule A broker compensation
85%top
- HUB INTERNATIONAL MIDWEST LIMITED85%
- WATCHTOWER TECHNOLOGIES INC5%
- LINDA F CRAIG3%
- BECKY A RUPPERT AND OTHER AGENTS3%
- MICHAEL D SCHULTZ1%
- +3 more
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 UNIVERSITY RETIREMENT PLAN
403b
Assets$23.6M
Participants631
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
HERITAGE UNIVERSITY WELFARE BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$81K
Covered lives173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HERITAGE UNIVERSITY RETIREMENT PLAN | 403b | $23.6M | 631 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | HERITAGE UNIVERSITY WELFARE BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $81K | 173 | 2025 |
Retirement plans
Welfare plans