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HERITAGE ENCON GROUP INC.
Sponsor portfolio
Welfare / Health
EIN
561804481
HERITAGE ENCON GROUP INC.
8230 WILKINSON BLVD · CHARLOTTE, NC 282147005
7043991369
Plans filed
1
Years active
2015–2024
Industry
NAICS 55
Latest filing
2024
Total premiums (latest)
i
$248K
No prior year
Persons covered
i
239
No prior year
Total participants
i
239
No prior year
Plans filed
i
1
No prior year
Plans under this sponsor
1 plan
Plan #501
$248K
HERITAGE ENCON GROUP INC CAFETERIA PLAN
Mixed
239 covered
·
2 carriers
Primary: TOKIO MARINE
Coverage overview
Aggregate, latest year
Benefit type
Premium
Share
Distribution
Stop-loss
$162K
65.4%
Life
$86K
34.6%
Carrier overview
2 carriers · all plans
Carrier
Coverage
Total premium
Share
Plans
Contracts
Covered
HCC LIFE INSURANCE COMPANY
EIN 351817054
SL
$162K
65.4%
1
1
145
AMERICAN UNITED LIFE INSURANCE COMPANY
EIN 350145825
L
$86K
34.6%
1
1
239
History & trajectory
10 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 #501
HERITAGE ENCON GROUP INC CAFETERIA PLAN
239 covered · 2 contracts
$248K
Company contact details
Filing signers, plan administrators, auditors, actuaries
2 contacts
Provider details
Schedule C providers, welfare brokers and carriers
4 providers
Sponsor documents
Form 5500 filings and Top Hat statements on this EIN
20 documents - 2 plans - 10 years