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Sponsor portfolioWelfare / HealthEIN 27-0840775
HERITAGE COOPERATIVE, INC.
59 GREIF PARKWAY · DELAWARE, OH 43015
8002061645
- Plans filed
- 1
- Years active
- 2016–2024
- Industry
- NAICS 49
- Latest filing
- 2024
Total premiums (latest)
$284K
No prior year
Persons covered
823
No prior year
Total participants
511
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 |
|---|---|---|---|
| Other | $237K | 36.5% | |
| Life | $182K | 28.1% | |
| Long-term disability | $182K | 28.1% | |
| Vision | $47K | 7.3% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 470322111 | LLTDOth | $182K | 64.2% | 1 | 1 | 511 |
EIN 381082080 | Oth | $48K | 16.9% | 1 | 1 | 113 |
EIN 311440175 | V | $47K | 16.6% | 1 | 1 | 823 |
EIN 122345678 | Oth | $6K | 2.3% | 1 | 1 | 496 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | SUN LIFE ASSURANCE COMPANY OF CANADA, UNITED OF OMAHA LIFE INSURANCE COMPANY | $17K | $20K | $37K | 100.0% | 1 |
History & trajectory
9 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