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Sponsor portfolioWelfare / HealthEIN 38-2950738
HERITAGE PROPERTY MANAGEMENT, INC.
950 TAYLOR AVENUE · GRAND HAVEN, MI 49417
6168464700
- Plans filed
- 1
- Years active
- 2019–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
329
No prior year
Total participants
236
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 | $1.9M | 47.0% | |
| Prescription drug | $1.9M | 47.0% | |
| Dental | $121K | 3.0% | |
| Life | $32K | 0.8% | |
| Short-term disability | $32K | 0.8% | |
| Other | $32K | 0.8% | |
| Vision | $23K | 0.6% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 382715520 | HRx | $1.9M | 91.5% | 1 | 2 | 273 |
EIN 381791480 | D | $121K | 5.8% | 1 | 1 | 329 |
EIN 570144607 | LSTDOth | $32K | 1.6% | 1 | 1 | 46 |
EIN 430949844 | V | $23K | 1.1% | 1 | 1 | 320 |
Broker overview
7 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| SCOTT M. SETTLE | NORTHVILLE, MI | PRIORITY HEALTH, PRIORITY HEALTH INSURANCE COMPANY | $29K | $0 | $29K | 40.3% | 1 |
| DAVID A. NURRE | GRAND HAVEN, MI | PRIORITY HEALTH, PRIORITY HEALTH INSURANCE COMPANY | $27K | $0 | $27K | 37.9% | 1 |
| USI INSURANCE SERVICES LLC | VALHALLA, NY | DELTA DENTAL OF MICHIGAN, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $7K | $650 | $8K | 11.1% | 1 |
| NOTHWEST ENROLLX LLC | FINDLAY, OH | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $139 | $3K | 4.2% | 1 |
| HUB INTERNATIONAL MIDWEST LIMITED | GRANDVILLE, MI | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $0 | $3K | 3.5% | 1 |
| DAN YAARY | PROSPECT, KY | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $180 | $2K | 2.7% | 1 |
| NORTHWEST WORKSITE MARKETING CORP | MAUMEE, OH | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $167 | $0 | $167 | 0.2% | 1 |
History & trajectory
7 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