Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$9.3M
- Prescription drug$9.3M
- Other$637K
- Life$602K
- Short-term disability$602K
- Long-term disability$602K
Sponsor portfolioTH
HERITAGE FINANCIAL CORPORATION
EIN 91-1857900real estateLatest filing 2025
Plans
2
Retirement
1
$125.6M assets
Welfare
1
$10.0M premiums
Participants
1,790
SOUTHERN OPERATIONS CENTER, 3615 PACIFIC AVE. - TACOMA, WA 98418360-570-7375LinkedIn11-50 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $10.0M premiums / 978 covered livesCarrier market share
Premium dollars by Schedule A carrier
66%top
- AETNA LIFE INSURANCE COMPANY66%
- KAISER FOUNDATION HEALTH PLAN INC28%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA6%
- ARAG INSURANCE COMPANY0%
- FIRST CHOICE HEALTH0%
Broker market share
Schedule A broker compensation
98%top
- AON CONSULTING INC98%
- IMG2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
HERITAGE FINANCIAL CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$125.6M
Participants1,030
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HERITAGE FINANCIAL CORPORATION WELFARE BENEFIT PLAN
Mixed - AETNA LIFE INSURANCE CO.
Premiums$10.0M
Covered lives978
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | HERITAGE FINANCIAL CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $125.6M | 1,030 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HERITAGE FINANCIAL CORPORATION WELFARE BENEFIT PLAN | Mixed | AETNA LIFE INSURANCE CO. | $10.0M | 978 | 2025 |
Retirement plans
Welfare plans