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Sponsor portfolioWelfare / HealthEIN 03-0284529

THE HERITAGE AUTOMOTIVE GROUP, INC.

1600 SHELBURNE ROAD · SOUTH BURLINGTON, VT 05402
8028658271
Plans filed
2
Years active
2015–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$4.3M
No prior year
Persons covered
334
No prior year
Total participants
258
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #518$4.3M
HERITAGE AUTOMOTIVE GROUP WRAP BENEFIT PLAN
Fully insured334 covered·5 carriers
Primary: BLUE CROSS BLUE SHIELD OF VERMONT
Plan #516$0
THE HERITAGE AUTOMOTIVE GROUP, INC. HEALTH REIMBURSEMENT ARRANGEMENT
Unknown0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Vision$4.0M32.2%
Health$4.0M32.0%
Prescription drug$4.0M32.0%
Dental$170K1.4%
Life$112K0.9%
Other$112K0.9%
Long-term disability$98K0.8%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 030277307
HRxV
$4.0M92.9%11334
DELTA DENTAL OF CALIFORNIA
EIN 030219391
D
$170K3.9%11334
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LLTDOth
$98K2.3%11257
VISION SERVICE PLAN
EIN 061227840
V
$25K0.6%11126
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
LOth
$13K0.3%1175

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIGITAL INSURANCE LLCATLANTA, GAVISION SERVICE PLAN, BLUE CROSS BLUE SHIELD OF VERMONT, UNITED OF OMAHA LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY$72K$8K$79K85.4%1
ENROLLEASEATLANTA, GADELTA DENTAL PLAN OF VERMONT, INC., METROPOLITAN LIFE INSURANCE COMPANY$9K$40$9K9.2%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOUNITED OF OMAHA LIFE INSURANCE COMPANY$0$5K$5K5.3%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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