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Sponsor portfolioWelfare / HealthEIN 20-0309849
HERITAGE MANAGEMENT GROUP, INC.
d/b/a INDIAN RIVER TRANSPORT
2580 EXECUTIVE ROAD · WINTER HAVEN, FL 33884
8633242430
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 48
- Latest filing
- 2025
Total premiums (latest)
$1.0M
No prior year
Persons covered
518
No prior year
Total participants
518
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 |
|---|---|---|---|
| Other | $751K | 15.4% | |
| Dental | $726K | 14.8% | |
| Vision | $726K | 14.8% | |
| Life | $726K | 14.8% | |
| Short-term disability | $726K | 14.8% | |
| Long-term disability | $726K | 14.8% | |
| Health | $254K | 5.2% | |
| Prescription drug | $254K | 5.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | DVLSTDLTDOth | $726K | 72.2% | 1 | 1 | 518 |
EIN 591031071 | HRx | $254K | 25.3% | 1 | 1 | 258 |
EIN 570144607 | Oth | $25K | 2.5% | 1 | 1 | 256 |
EIN 041590994 | Oth | $273 | 0.0% | 1 | 1 | 3 |
Broker overview
11 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | TAMPA, FL | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $3K | $48K | $51K | 50.4% | 1 |
| GIS BENEFITS INC | MORRIS, IL | SUN LIFE ASSURANCE COMPANY OF CANADA | $33K | $0 | $33K | 33.0% | 1 |
| THE BALDWIN GROUP WEST LLC | WINTER HAVEN, FL | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $0 | $6K | $6K | 6.3% | 1 |
| JAMES R NELLIGAN & ASSOCIATES LLC | WALL, NJ | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY, THE PAUL REVERE LIFE INSURANCE COMPANY | $4K | $334 | $4K | 3.9% | 1 |
| ANDERSON BENEFIT SOLUTIONS | LAND O LAKES, FL | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY, THE PAUL REVERE LIFE INSURANCE COMPANY | $1K | $557 | $2K | 1.9% | 1 |
| CHOICE BENEFITS SOLUTIONS LLC | SEMINOLE, FL | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY, THE PAUL REVERE LIFE INSURANCE COMPANY | $623 | $864 | $1K | 1.5% | 1 |
| FMCY CONSULTANT LLC | CLERMONT, FL | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 1.1% | 1 |
| JAQUELYN LORETTA CARTER | TAMPA, FL | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY, THE PAUL REVERE LIFE INSURANCE COMPANY | $1K | $0 | $1K | 1.0% | 1 |
| THE MEEHAN AGENCY LLC | WINDERMERE, FL | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $921 | $75 | $996 | 1.0% | 1 |
| HEIL BUSINESS SOLUTIONS CORPORATION | TAMPA, FL | THE PAUL REVERE LIFE INSURANCE COMPANY | $5 | $0 | $5 | 0.0% | 1 |
| COACH CONCEPTS INC | SEMINOLE, FL | THE PAUL REVERE LIFE INSURANCE COMPANY | $1 | $0 | $1 | 0.0% | 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