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Sponsor portfolioWelfare / HealthEIN 61-0575996

MEMBERS HERITAGE CREDIT UNION

2420 MEMBERS WAY · LEXINGTON, KY 40504
8594557238
Plans filed
3
Years active
2019–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$591K
No prior year
Persons covered
158
No prior year
Total participants
132
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #504$591K
MEMBERS HERITAGE CREDIT UNION HEALTH AND WELFARE BENEFIT PLAN
Fully insured158 covered·5 carriers
Primary: ANTHEM HEALTH PLANS OF KENTUCKY, INC.
Plan #503$51K
MEMBERS HERITAGE CREDIT UNION GROUP DENTAL BENEFIT PLAN
Fully insured120 covered·1 carrier
Primary: ANTHEM HEALTH PLANS OF KENTUCKY
Plan #502$31K
MEMBERS HERITAGE CREDIT UNION GROUP LIFE BENEFIT PLAN
Fully insured129 covered·2 carriers
Primary: DEARBORN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$551K88.5%
Life$31K4.9%
Long-term disability$31K4.9%
Dental$5K0.8%
Other$4K0.7%
Vision$9310.1%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
ANTHEM LIFE INSURANCE COMPANY
EIN 611237516
H
$551K93.1%11158
STANDARD INSURANCE COMPANY
EIN 930242990
LLTD
$31K5.2%11132
DELTA DENTAL OF CALIFORNIA
EIN 610659432
DV
$6K1.0%120
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
Oth
$4K0.7%1117
AFLAC
EIN 822723296
$00.0%1115

Broker overview

17 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ASSUREDPARTNERSLOUISVILLE, KYSTANDARD INSURANCE COMPANY, ANTHEM HEALTH PLANS OF KENTUCKY, INC., THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, AFLAC$20K$0$20K94.6%1
THE CASON GROUP INCCOLUMBIA, SCTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$748$0$7483.6%1
CHRISTINA A WEYLSLANCASTER, KYAFLAC$95$0$950.5%1
CHARLES THOMPSONLEXINGTON, KYAFLAC$68$0$680.3%1
PAMELA ROWSEY LARSONCOLD SPRINGS, KYAFLAC$53$0$530.3%1
KRISTIANNA J FLYNORTH MIDDLETOWN, KYAFLAC$35$0$350.2%1
RUEANN EMERSONWILMINGTON, NCAFLAC$27$0$270.1%1
LAWRENCE FUGATELEXINGTON, KYAFLAC$23$0$230.1%1
LAURA BETH KELLERLEXINGTON, KYAFLAC$17$0$170.1%1
AMELIA S COXLONDON, KYAFLAC$14$0$140.1%1
R WRIGHTPROSPECT, KYAFLAC$12$0$120.1%1
LAURA J NEWMAN-SUTERLEXINGTON, KYAFLAC$9$0$90.0%1
DALE I DAVISLEXINGTON, KYAFLAC$6$0$60.0%1
REBEKAH SMALLWOODPIKEVILLE, KYAFLAC$6$0$60.0%1
CLIFFORD FRANKLIN BROOKSLOUISVILLE, KYAFLAC$5$0$50.0%1
BROCK POWELLFLEMING ISLAND, FLAFLAC$4$0$40.0%1
BRADLEY L ELLISTIMNATH, COAFLAC$3$0$30.0%1

History & trajectory

7 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
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