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Sponsor portfolioWelfare / HealthEIN 35-2152995
HERITAGE PETROLEUM, LLC
516 N. SEVENTH AVENUE · EVANSVILLE, IN 47719
8124630919
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 45
- Latest filing
- 2025
Total premiums (latest)
$861K
No prior year
Persons covered
347
No prior year
Total participants
167
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 |
|---|---|---|---|
| Stop-loss | $638K | 63.0% | |
| Dental | $102K | 10.1% | |
| Vision | $102K | 10.1% | |
| Other | $51K | 5.0% | |
| Life | $48K | 4.7% | |
| Long-term disability | $41K | 4.1% | |
| Short-term disability | $29K | 2.9% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 061041332 | SL | $638K | 74.0% | 1 | 1 | 187 |
EIN 351682400 | DV | $102K | 11.8% | 1 | 1 | 347 |
EIN 231503749 | LLTDOth | $93K | 10.7% | 1 | 3 | 239 |
EIN 231503749 | STD | $29K | 3.4% | 1 | 1 | 239 |
EIN 521996029 | $0 | 0.0% | 1 | 1 | 0 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| EPIC | INDIANAPOLIS, IN | LIFE INSURANCE COMPANY OF NORTH AMERICA, NEW YORK LIFE GROUP BENEFIT SOLUTIONS | $18K | $0 | $18K | 64.2% | 1 |
| ONI RISK PARTNERS INC | INDIANAPOLIS, IN | HEALTH RESOURCES INC | $10K | $0 | $10K | 35.8% | 1 |
History & trajectory
4 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