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Sponsor portfolioWelfare / HealthEIN 20-3902357

HERITAGE OPERATIONS GROUP, LLC

115 WEST JEFFERSON STREET · BLOOMINGTON, IL 61701
3098284361
Plans filed
1
Years active
2017–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$435K
No prior year
Persons covered
686
No prior year
Total participants
293
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$435K
HERITAGE OPERATIONS GROUP, LLC HEALTH INSURANCE PLAN
Mixed686 covered·2 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$435K16.8%
Dental$432K16.6%
Vision$432K16.6%
Life$432K16.6%
Short-term disability$432K16.6%
Long-term disability$432K16.6%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 341650967
DVLSTDLTDOth
$435K100.0%12686

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARK S METTILLEMORRIS, ILMETROPOLITAN LIFE INSURANCE COMPANY$45K$771$45K33.7%1
GIS BENEFITS INCMORRIS, ILMETLIFE LEGAL PLANS, METROPOLITAN LIFE INSURANCE COMPANY$21K$4K$25K18.6%1
LOCKTON COMPANIES, LLCSAINT LOUIS, MOMETROPOLITAN LIFE INSURANCE COMPANY$20K$2K$21K15.9%1
BOON CHAPMAN BENEFIT ADMINISTRATORSAUSTIN, TXMETLIFE LEGAL PLANS, METROPOLITAN LIFE INSURANCE COMPANY$0$18K$18K13.2%1
LANDE VAN GUNDY AGENCYNORMAL, ILMETLIFE LEGAL PLANS, METROPOLITAN LIFE INSURANCE COMPANY$17K$0$17K12.6%1
BENEFIT EDUCATORS LLCGLENVIEW, ILMETROPOLITAN LIFE INSURANCE COMPANY$8K$0$8K6.0%1

History & trajectory

9 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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