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Sponsor portfolioWelfare / HealthEIN 35-1448549
THE HERITAGE GROUP HEALTH PLAN BENEFITS COMMITTEE
6640 INTECH BLVD · INDIANAPOLIS, IN 46278
3173030408
- Plans filed
- 3
- Years active
- 2015–2024
- Industry
- NAICS 32
- Latest filing
- 2024
Total premiums (latest)
$70.5M
No prior year
Persons covered
8,302
No prior year
Total participants
3,187
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #601$70.5M
THE HERITAGE GROUP HEALTH PLAN
MEWA8,302 covered·4 carriers
Primary: ANTHEM INSURANCE COMPANIES, INC. (G2001)
Plan #502$2.4M
THE HERITAGE GROUP LIFE & ACCIDENT INSURANCE BENEFIT PLAN
MEWA3,721 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #504$2.4M
THE HERITAGE GROUP DISABILITY BENEFITS PLAN
MEWA3,684 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $62.4M | 45.4% | |
| Vision | $62.4M | 45.4% | |
| Short-term disability | $4.8M | 3.5% | |
| Long-term disability | $4.7M | 3.4% | |
| Dental | $2.4M | 1.8% | |
| Other | $877K | 0.6% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350751558 | HV | $62.4M | 88.5% | 1 | 1 | 3,304 |
EIN 010278678 | STDLTDOth | $5.7M | 8.0% | 1 | 6 | 8,302 |
EIN 351545647 | D | $2.4M | 3.4% | 1 | 1 | 7,867 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC | CHICAGO, IL | UNUM LIFE INSURANCE COMPANY OF AMERICA, DELTA DENTAL OF INDIANA, UNUM LIFE INSURANCE COMPANY | $245K | $0 | $245K | 95.4% | 1 |
| GCG FINANCIAL LLC | DEERFIELD, IL | UNUM LIFE INSURANCE COMPANY | $12K | $0 | $12K | 4.6% | 1 |
| ENROLLEASE | INDIANAPOLIS, IN | UNUM LIFE INSURANCE COMPANY OF AMERICA | $64 | $0 | $64 | 0.0% | 1 |
History & trajectory
10 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