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Sponsor portfolioWelfare / HealthEIN 26-2301259

AMERICAN HERITAGE LENDING, LLC

19800 MACARTHUR BOULEVARD · IRVINE, CA 95612
9494906277
Plans filed
1
Years active
2024–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$858K
No prior year
Persons covered
222
No prior year
Total participants
222
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$858K
AMERICAN HERITAGE LENDING, LLC WELFARE BENEFITS PLAN
Fully insured222 covered·6 carriers
Primary: ANTHEM BLUE CROSS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$797K43.3%
Prescription drug$797K43.3%
Dental$61K3.3%
Vision$61K3.3%
Life$61K3.3%
Other$61K3.3%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
ANTHEM LIFE INSURANCE COMPANY
EIN 122345678
HRx
$720K84.0%11158
KAISER FOUNDATION HEALTH PLAN INC
EIN 122345678
HRx
$75K8.7%11158
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
DVLOth
$61K7.1%11222
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 122345678
HRx
$9780.1%11158
HEALTH NET
EIN 122345678
HRx
$3410.0%11158
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 122345678
$00.0%11158

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAUNITED OF OMAHA LIFE INSURANCE COMPANY, ANTHEM BLUE CROSS, CIGNA AND OSCAR$42K$0$42K75.8%1
ASSUREDPARTNERSIRVINE, CAANTHEM BLUE CROSS, HEALTH NET, CIGNA AND OSCAR, KAISER PERMANENTE$13K$0$13K24.2%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
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