Open any plan below to see its carriers, broker commissions and premiums.
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Sponsor portfolioWelfare / HealthEIN 20-1746325
HERITAGE MANAGEMENT SERVICES COMPANY
111 MIDLAND BOULEVARD · SHELBYVILLE, KY 40065
5026335100
- Plans filed
- 4
- Years active
- 2016–2025
- Industry
- NAICS 72
- Latest filing
- 2025
Total premiums (latest)
$47K
No prior year
Persons covered
194
No prior year
Total participants
332
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #502$47K
HERITAGE MANAGEMENT SERVICES COMPANY EMPLOYEE BENEFIT PLAN
Fully insured194 covered·2 carriers
Primary: THE DENTAL CONCERN, INC.
Plan #503$37K
HERITAGE MANAGEMENT SERVICES COMPANY EMPLOYEE BENEFIT PLAN
Fully insured104 covered·1 carrier
Primary: THE DENTAL CONCERN, INC.
Plan #504$12K
HERITAGE MANAGEMENT SERVICES COMPANY EMPLOYEE BENEFIT PLAN
Fully insured196 covered·1 carrier
Primary: COMPANION LIFE INSURANCE COMPANY
Plan #501$0
HERITAGE MANAGEMENT SERVICES COMPANY EMPLOYEE BENEFIT PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $47K | 48.1% | |
| Vision | $17K | 17.3% | |
| Life | $17K | 17.3% | |
| Other | $17K | 17.3% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 521157181 | D | $30K | 64.0% | 1 | 1 | 122 |
EIN 611311685 | DVLOth | $17K | 36.0% | 1 | 1 | 194 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | LOUISVILLE, KY | THE DENTAL CONCERN, INC., HUMANA INSURANCE COMPANY OF KENTUCKY | $4K | $1K | $5K | 100.0% | 1 |
| INSURAMAX INC | LOUISVILLE, KY | THE DENTAL CONCERN, INC. | -$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