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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $797K | 43.3% | |
| Prescription drug | $797K | 43.3% | |
| Dental | $61K | 3.3% | |
| Vision | $61K | 3.3% | |
| Life | $61K | 3.3% | |
| Other | $61K | 3.3% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 122345678 | HRx | $720K | 84.0% | 1 | 1 | 158 |
EIN 122345678 | HRx | $75K | 8.7% | 1 | 1 | 158 |
EIN 470322111 | DVLOth | $61K | 7.1% | 1 | 1 | 222 |
EIN 122345678 | HRx | $978 | 0.1% | 1 | 1 | 158 |
EIN 122345678 | HRx | $341 | 0.0% | 1 | 1 | 158 |
EIN 122345678 | $0 | 0.0% | 1 | 1 | 158 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | UNITED OF OMAHA LIFE INSURANCE COMPANY, ANTHEM BLUE CROSS, CIGNA AND OSCAR | $42K | $0 | $42K | 75.8% | 1 |
| ASSUREDPARTNERS | IRVINE, CA | ANTHEM BLUE CROSS, HEALTH NET, CIGNA AND OSCAR, KAISER PERMANENTE | $13K | $0 | $13K | 24.2% | 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