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Sponsor portfolioWelfare / HealthEIN 42-0867198

HERTZ ASSOCIATES LTD

415 S 11TH ST · NEVADA, IA 502012758
5153826596
Plans filed
2
Years active
2015–2025
Industry
NAICS 11
Latest filing
2025
Total premiums (latest)
$2.6M
No prior year
Persons covered
296
No prior year
Total participants
296
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #504$2.5M
HERTZ ASSOCIATES LTD HEALTH INSURANCE PLAN
Mixed125 covered·3 carriers
Primary: WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA
Plan #503$128K
HERTZ ASSOCIATES LTD LIFE AND LTD INSURANCE PLAN
Fully insured171 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.5M33.8%
Prescription drug$2.5M33.8%
Vision$2.3M30.7%
Long-term disability$76K1.0%
Life$52K0.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 421455449
HRxV
$2.3M86.2%1293
AUXIANT
EIN 421426202
HRx
$232K8.9%11125
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTD
$128K4.9%12171

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GROUP BENEFITS LTDURBANDALE, IATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, AUXIANT GROUP SERVICES, LTD$0$22K$22K51.4%2
AUXIANTCEDAR RAPIDS, IAAUXIANT GROUP SERVICES, LTD$0$13K$13K29.6%1
AMERICAS FINANCIAL CONSULTANTSURBANDALE, IATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$8K$0$8K18.9%1

History & trajectory

11 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
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