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Sponsor portfolioWelfare / HealthEIN 03-9021426
HERITAGE FAMILY FEDERAL CREDIT UNION
30 ALLEN STREET · RUTLAND, VT 05701
8882528932
- Plans filed
- 1
- Years active
- 2023–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$2.2M
No prior year
Persons covered
345
No prior year
Total participants
224
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.0M | 89.4% | |
| Dental | $113K | 5.1% | |
| Long-term disability | $35K | 1.6% | |
| Short-term disability | $30K | 1.4% | |
| Life | $22K | 1.0% | |
| Other | $22K | 1.0% | |
| Vision | $12K | 0.5% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | H | $2.0M | 90.3% | 1 | 1 | 147 |
EIN 030219391 | D | $113K | 5.2% | 1 | 1 | 238 |
EIN 470322111 | LSTDLTDOth | $87K | 4.0% | 1 | 3 | 171 |
EIN 470098400 | V | $12K | 0.5% | 1 | 1 | 345 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GCG FINANCIAL LLC | CONCORD, NH | UNITED OF OMAHA LIFE INSURANCE COMPANY | $9K | $3K | $12K | 56.1% | 1 |
| NEW ENGLAND EMPLOYEE BENEFITS CO | CONCORD, NH | DELTA DENTAL PLAN OF VERMONT, INC., AMERITAS LIFE INSURANCE CORP | $7K | $217 | $7K | 33.0% | 1 |
| NATIONAL BENEFIT CENTER | BEACHWOOD, OH | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $2K | $2K | 10.9% | 1 |
History & trajectory
2 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