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Sponsor portfolioWelfare / HealthEIN 23-1370526
AMERICAN HERITAGE FEDERAL CREDIT UNION
2060 RED LION ROAD · PHILADELPHIA, PA 191157458
2159690777
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$9.6M
No prior year
Persons covered
963
No prior year
Total participants
701
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 | $8.8M | 65.9% | |
| Prescription drug | $3.1M | 23.0% | |
| Other | $363K | 2.7% | |
| Life | $347K | 2.6% | |
| Long-term disability | $347K | 2.6% | |
| Dental | $327K | 2.5% | |
| Vision | $98K | 0.7% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 232184623 | HRxV | $8.8M | 92.1% | 1 | 3 | 748 |
EIN 910742147 | LLTDOth | $347K | 3.6% | 1 | 1 | 701 |
EIN 860307623 | D | $327K | 3.4% | 1 | 1 | 963 |
EIN 430949844 | V | $67K | 0.7% | 1 | 1 | 710 |
EIN 232614764 | Oth | $15K | 0.2% | 1 | 1 | 752 |
EIN 360883760 | Oth | $998 | 0.0% | 1 | 1 | 0 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CORPORATE SYNERGIES GROUP LLC | CAMDEN, NJ | UNITED CONCORDIA INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY, INDEPENDENCE BLUE CROSS, SYMETRA LIFE INSURANCE COMPANY, INDEPENDENCE BLUE CROSS - KEYSTONE | $483K | $13K | $497K | 100.0% | 1 |
| CENTRO BENEFITS RESEARCH LLC | KIRKWOOD, MO | RELIANCE STANDARD LIFE INSURANCE COMPANY | $50 | $0 | $50 | 0.0% | 1 |
History & trajectory
11 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