PlanOptica
PlanOptica
Retirement
Welfare
Providers
Data
Pricing
Sign in
Sign up free
Welfare plans
/
Sponsors
/
COMMUNITY HERITAGE FINANCIAL
Sponsor portfolio
Welfare / Health
EIN
520414240
COMMUNITY HERITAGE FINANCIAL
24 WEST MAIN ST · MIDDLETOWN, MD 21769
3013713059
Plans filed
2
Years active
2016–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
i
$0
No prior year
Persons covered
i
0
No prior year
Total participants
i
128
No prior year
Plans filed
i
2
No prior year
Plans under this sponsor
2 plans
Plan #502
$108K
COMMUNITY HERITAGE FINANCIAL DENTAL AND VISION BENEFIT PLAN
Fully insured
192 covered
·
2 carriers
Primary: UNITED CONCORDIA INSURANCE COMPANY
Plan #501
$0
COMMUNITY HERITAGE FINANCIAL EMPLOYEE BENEFIT PLAN
Self-funded
0 covered
·
0 carriers
History & trajectory
8 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
Plan #502
COMMUNITY HERITAGE FINANCIAL DENTAL AND VISION BENEFIT PLAN
192 covered · 2 contracts
$108K
Plan #501
COMMUNITY HERITAGE FINANCIAL EMPLOYEE BENEFIT PLAN
0 covered · 0 contracts
$0
Company contact details
Filing signers, plan administrators, auditors, actuaries
2 contacts
Sponsor documents
Form 5500 filings and Top Hat statements on this EIN
17 documents - 3 plans - 10 years