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Sponsor portfolioWelfare / HealthEIN 46-4340824
HERITAGE MILLWORKS, LLC DBA POWELL VALLEY MILLWORK
588 LOFTY HEIGHTS ROAD · CLAY CITY, KY 40312
6066630974
- Plans filed
- 1
- Years active
- 2021–2025
- Industry
- NAICS 32
- Latest filing
- 2025
Total premiums (latest)
$1.0M
No prior year
Persons covered
253
No prior year
Total participants
201
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 | $921K | 29.9% | |
| Dental | $921K | 29.9% | |
| Vision | $921K | 29.9% | |
| Other | $102K | 3.3% | |
| Life | $71K | 2.3% | |
| Short-term disability | $71K | 2.3% | |
| Long-term disability | $71K | 2.3% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 611237516 | HDV | $921K | 90.0% | 1 | 1 | 209 |
EIN 060838648 | LSTDLTDOth | $71K | 7.0% | 1 | 1 | 253 |
EIN 590781901 | Oth | $30K | 3.0% | 1 | 1 | 46 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | LEXINGTON, KY | ANTHEM HEALTH PLANS OF KENTUCKY, INC., HARTFORD LIFE AND ACCIDENT, AMERICAN HERITAGE LIFE INSURANCE COMPANY | $43K | $5K | $49K | 90.7% | 1 |
| ROBBINS STAR | LONDON, KY | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $5K | $0 | $5K | 8.7% | 1 |
| KEELER & ASSOCIATES | PLATTSMOUTH, NE | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $319 | $0 | $319 | 0.6% | 1 |
History & trajectory
5 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