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Sponsor portfolioWelfare / HealthEIN 25-6036844
H.J. HEINZ II 1962 FAMILY TRUST
d/b/a HEINZ FAMILY OFFICE
625 LIBERTY AVE STE 3200 · PITTSBURGH, PA 152223115
4124975700
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 56
- Latest filing
- 2025
Total premiums (latest)
$845K
No prior year
Persons covered
37
No prior year
Total participants
39
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 | $782K | 47.4% | |
| Prescription drug | $782K | 47.4% | |
| Dental | $30K | 1.9% | |
| Long-term disability | $24K | 1.5% | |
| Life | $21K | 1.3% | |
| Other | $6K | 0.4% | |
| Vision | $3K | 0.2% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231294723 | HRx | $782K | 92.5% | 1 | 1 | 36 |
EIN 135123390 | D | $30K | 3.6% | 1 | 1 | 37 |
EIN 060838648 | LLTD | $21K | 2.5% | 1 | 1 | 20 |
EIN 010278678 | Oth | $6K | 0.7% | 1 | 1 | 20 |
EIN 350145825 | LTD | $3K | 0.4% | 1 | 1 | 13 |
EIN 251149206 | V | $3K | 0.4% | 1 | 1 | 37 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ASSUREDPARTNERS | WARRENDALE, PA | HIGHMARK INC | $10K | $0 | $10K | 61.1% | 1 |
| BBR BENEFITS SOLUTIONS LLC | GIBSONIA, PA | HARTFORD LIFE AND ACCIDENT, AMERICAN UNITED LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, VISION BENEFITS OF AMERICA, UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | $0 | $6K | 38.6% | 1 |
| LIFETIME FINANCIAL GROWTH | PITTSBURGH, PA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $41 | $0 | $41 | 0.2% | 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