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Sponsor portfolioWelfare / HealthEIN 23-7327730
THE HERITAGE FOUNDATION
214 MASSACHUSETTS AVENUE NE · WASHINGTON, DC 20002
2025464400
- Plans filed
- 4
- Years active
- 2015–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$333K
No prior year
Persons covered
295
No prior year
Total participants
298
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #501$333K
THE HERITAGE FOUNDATION EMPLOYEE BENEFITS PLAN
Mixed295 covered·3 carriers
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #503$272K
GROUP LONG TERM DISABILITY BASIC TERM LIFE BASIC ACCIDENTAL DEATH AND DISMEMBERMENT PLAN FOR EMPLOYEES OF THE HERITAGE FOUNDATION
Fully insured299 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #505$217K
THE HERITAGE FOUNDATION LONG TERM CARE PLAN
Fully insured300 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #506$0
THE HERITAGE FOUNDATION EMPLOYEE ASSISTANCE PROGRAM
Unknown0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $147K | 44.1% | |
| Long-term disability | $125K | 37.5% | |
| Other | $32K | 9.6% | |
| Vision | $29K | 8.8% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231503749 | LLTDOth | $290K | 87.1% | 1 | 3 | 295 |
EIN 430949844 | V | $29K | 8.8% | 1 | 1 | 145 |
EIN 341650967 | Oth | $14K | 4.1% | 1 | 1 | 56 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| KELLY & ASSOCIATES INSURANCE GROUP | SPARKS, MD | LIFE INSURANCE COMPANY OF NORTH AMERICA, METLIFE LEGAL PLANS, FIDELITY SECURITY LIFE INSURANCE COMPANY | $19K | $7K | $26K | 100.0% | 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