PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. HERITAGE COAL & NATURAL RESOURCES, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 26-1998326

HERITAGE COAL & NATURAL RESOURCES, LLC

1117 SHAW MINES ROAD · MEYERSDALE, PA 15552
8146340626
Plans filed
1
Years active
2023–2024
Industry
NAICS 21
Latest filing
2024
Total premiums (latest)
$1.4M
No prior year
Persons covered
193
No prior year
Total participants
95
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #503$1.4M
HERITAGE COAL & NATURAL RESOURCES, LLC BENEFIT PLAN
Fully insured193 covered·4 carriers
Primary: UPMC HEALTH OPTIONS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.3M47.6%
Prescription drug$1.3M47.6%
Dental$32K1.2%
Life$27K1.0%
Short-term disability$27K1.0%
Other$27K1.0%
Vision$14K0.5%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UPMC HEALTH OPTIONS
EIN 462824626
HRx
$1.3M94.6%11193
UNITED CONCORDIA INSURANCE COMPANY
EIN 860307623
D
$32K2.4%11185
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
EIN 860222062
LSTDOth
$27K2.0%1194
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 251149206
V
$14K1.1%1179

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
FIRST COMMONWEALTH INSURANCE AGENCYINDIANA, PAUPMC HEALTH OPTIONS, VISION BENEFITS OF AMERICA, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$40K$0$40K83.4%1
ASSUREDPARTNERS—EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, UNITED CONCORDIA INSURANCE COMPANY$4K$615$5K10.5%1
PROFESSIONAL GROUP PLANS INCHAUPPAUGE, NYVISION BENEFITS OF AMERICA, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$569$2K$3K6.1%1

History & trajectory

2 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica