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HERITAGE HEALTH

EIN 94-3036820-hospital & health care-Latest filing 2025
Plans
7
Retirement
1
$9.6M assets
Welfare
6
$4.1M premiums
Participants
986
1090 NORTH PARK PLACE - COEUR D ALENE, ID 83814208-292-0641myheritagehealth.orgLinkedIn201-500 employeeshospital & health care
Plans on this EIN
7 filings
#002401k-$9.6M - 726 part#501Fully Insured-$4.0M - 466 lives#503Mixed-$94K - 285 lives#506Mixed-$41K - 284 lives#502Fully Insured-$11K - 260 lives#505Fully Insured-$5K - 270 lives#504Self Funded-0 lives

Benefits portfolio analytics

6 plans / $4.1M premiums / 1,565 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.1M
  • Health$4.0M
  • Prescription drug$4.0M
  • Life$94K
  • Short-term disability$94K
  • Long-term disability$94K
  • +1 more
Total $4.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • UNITED HERITAGE LIFE INSURANCE COMPANY3%
  • ALLYHEALTH LLC1%
  • RELIANT BEHAVIORAL HEALTH0%
Total $4.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • ACRISURE LLC53%
  • ALLIANT INSURANCE SERVICES, INC.36%
  • MARK WOODWORTH6%
  • ADVANCED BENEFITS6%
Total $178K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HERITAGE HEALTH 403(B) PLAN

401k

Assets$9.6M
Participants726
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HERITAGE HEALTH MEDICAL PLAN

Fully Insured - REGENCE BLUESHIELD OF IDAHO, INC.

Premiums$4.0M
Covered lives466
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

HERITAGE HEALTH LIFE AND ADAND D PLAN

Mixed - UNITED HERITAGE LIFE INSURANCE COMPANY

Premiums$94K
Covered lives285
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

HERITAGE HEALTH TELEMEDICINE PLAN

Mixed - ALLYHEALTH LLC

Premiums$41K
Covered lives284
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

HERITAGE HEALTH VISION PLAN

Fully Insured - UNITED HERITAGE LIFE INSURANCE COMPANY

Premiums$11K
Covered lives260
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

HERITAGE HEALTH EAP PLAN

Fully Insured - RELIANT BEHAVIORAL HEALTH

Premiums$5K
Covered lives270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

HERITAGE HEALTH DENTAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HERITAGE HEALTH 403(B) PLAN401k$9.6M7262024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HERITAGE HEALTH MEDICAL PLANFully InsuredREGENCE BLUESHIELD OF IDAHO, INC.$4.0M4662025
503HERITAGE HEALTH LIFE AND ADAND D PLANMixedUNITED HERITAGE LIFE INSURANCE COMPANY$94K2852025
506HERITAGE HEALTH TELEMEDICINE PLANMixedALLYHEALTH LLC$41K2842025
502HERITAGE HEALTH VISION PLANFully InsuredUNITED HERITAGE LIFE INSURANCE COMPANY$11K2602025
505HERITAGE HEALTH EAP PLANFully InsuredRELIANT BEHAVIORAL HEALTH$5K2702025
504HERITAGE HEALTH DENTAL PLANSelf Funded-$002025
Retirement plans
Welfare plans
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