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Sponsor portfolioWelfare / HealthEIN 03-0356103
NORTH AMERICAN HERITAGE SERVICES, INC
771 WEST MAIN STREET · LEXINGTON, KY 405082054
8592334270
- Plans filed
- 3
- Years active
- 2015–2025
- Industry
- NAICS 33
- Latest filing
- 2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
204
No prior year
Total participants
114
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #504$1.3M
NORTH AMERICAN HERITAGE SERVICES HEALTH AND WELFARE PLAN
Mixed204 covered·3 carriers
Primary: ANTHEM HEALTH PLANS OF KY, INC
Plan #502$1.2M
NORTH AMERICAN HERITAGE SERVICES HEALTH AND WELFARE PLAN
Mixed212 covered·3 carriers
Primary: ANTHEM HEALTH PLANS OF KENTUCKY, INC.
Plan #503$2K
NORTH AMERICAN HERITAGE SERVICES INC. LIFE PLAN
Fully insured91 covered·1 carrier
Primary: ANTHEM LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.3M | 48.5% | |
| Vision | $1.3M | 48.5% | |
| Dental | $43K | 1.7% | |
| Long-term disability | $17K | 0.7% | |
| Life | $16K | 0.6% | |
| Other | $641 | 0.0% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 611237516 | HV | $1.3M | 94.3% | 1 | 1 | 204 |
EIN 610659432 | D | $43K | 3.2% | 1 | 1 | 148 |
EIN 231503749 | LLTDOth | $33K | 2.5% | 1 | 3 | 185 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | CHARLOTTE, NC | LIFE INSURANCE COMPANY OF NORTH AMERICA, ANTHEM HEALTH PLANS OF KY, INC | $23K | $0 | $23K | 67.2% | 1 |
| MCGRIFF INSURANCE SERVICES INC | GREENSBORO, NC | ANTHEM HEALTH PLANS OF KY, INC | $9K | $3K | $11K | 32.8% | 1 |
History & trajectory
10 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