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Sponsor portfolioWelfare / HealthEIN 46-0694063
HERITAGE INSURANCE HOLDINGS, INC
1401 NORTH WEST SHORE BOULEVARD · TAMPA, FL 33607
7273627200
- Plans filed
- 2
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$543K
No prior year
Persons covered
442
No prior year
Total participants
524
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Plan #501$599K
HERITAGE PROPERTY & CASUALTY INSURANCE COMPANY HEALTH AND WELFARE BENEFIT PLAN
Mixed368 covered·2 carriers
Primary: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #502$543K
HERITAGE INSURANCE HOLDINGS HEALTH AND WELFARE BENEFIT PLAN
Mixed442 covered·3 carriers
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $196K | 36.2% | |
| Short-term disability | $109K | 20.1% | |
| Other | $93K | 17.1% | |
| Long-term disability | $87K | 16.1% | |
| Vision | $57K | 10.5% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231503749 | LSTDLTDOth | $416K | 76.7% | 1 | 6 | 434 |
EIN 910742147 | Oth | $70K | 12.8% | 1 | 1 | 127 |
EIN 363560825 | V | $57K | 10.5% | 1 | 1 | 442 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC | CHICAGO, IL | LIFE INSURANCE COMPANY OF NORTH AMERICA, SYMETRA LIFE INSURANCE COMPANY, VISION SERVICE PLAN | $87K | $5K | $91K | 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