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Sponsor portfolioWelfare / HealthEIN 54-1822464
FIRST HERITAGE MORTGAGE, LLC
3201 JERMANTOWN ROAD SUITE 800 · FAIRFAX, VA 22030
7033520721
- Plans filed
- 1
- Years active
- 2016–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$3.1M
No prior year
Persons covered
286
No prior year
Total participants
196
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 | $2.7M | 74.6% | |
| Dental | $205K | 5.6% | |
| Vision | $205K | 5.6% | |
| Other | $150K | 4.1% | |
| Life | $125K | 3.4% | |
| Short-term disability | $125K | 3.4% | |
| Long-term disability | $125K | 3.4% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HDV | $3.0M | 95.2% | 1 | 2 | 286 |
EIN 390509570 | LSTDLTDOth | $125K | 4.0% | 1 | 1 | 192 |
EIN 570514130 | Oth | $17K | 0.6% | 1 | 1 | 25 |
EIN 541566589 | Oth | $8K | 0.3% | 1 | 1 | 33 |
Broker overview
13 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | BETHESDA, MD | CIGNA HEALTH AND LIFE INSURANCE COMPANY, LEGAL RESOURCES, CONTINENTAL AMERICAN INSURANCE COMPANY | $17K | $66K | $83K | 50.0% | 1 |
| POTOMAC BASIN GROUP ASSOC LLC | BETHESDA, MD | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $0 | $55K | $55K | 33.3% | 1 |
| TRACY A SIEGEL | MC LEAN, VA | NORTHWESTERN MUTUAL | $6K | $2K | $8K | 4.5% | 1 |
| HERBERT VALENTINE KELLY | MC LEAN, VA | NORTHWESTERN MUTUAL | $6K | $2K | $8K | 4.5% | 1 |
| POTOMAC BASSIN GROUP ASSOC LLC | BETHESDA, MD | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $0 | $7K | $7K | 4.5% | 1 |
| WASHINGTON GROUP LLC | WASHINGTON, DC | NORTHWESTERN MUTUAL | $2K | $257 | $2K | 1.5% | 1 |
| HILARY RADOLEC | BETHESDA, MD | CONTINENTAL AMERICAN INSURANCE COMPANY | $741 | $0 | $741 | 0.4% | 1 |
| KEVIN CHADWICK | MC LEAN, VA | NORTHWESTERN MUTUAL | $504 | $181 | $685 | 0.4% | 1 |
| MID ATLANTIC BENEFITS GROUP LLC | HAVRE DE GRACE, MD | CONTINENTAL AMERICAN INSURANCE COMPANY | $422 | $0 | $422 | 0.3% | 1 |
| SEPEHR HARANDI | MCLEAN, VA | NORTHWESTERN MUTUAL | $307 | $110 | $417 | 0.3% | 1 |
| MICHAEL C WALKER | HAVRE DE GRACE, MD | CONTINENTAL AMERICAN INSURANCE COMPANY | $332 | $0 | $332 | 0.2% | 1 |
| MATTHEW D DIPASQUALE | BALTIMORE, MD | CONTINENTAL AMERICAN INSURANCE COMPANY | $237 | $0 | $237 | 0.1% | 1 |
| JASON A BARE | HAVRE DE GRACE, MD | CONTINENTAL AMERICAN INSURANCE COMPANY | $41 | $0 | $41 | 0.0% | 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