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Sponsor portfolioWelfare / HealthEIN 64-0665203

HERITAGE PROPERTIES, INC.

116 ONE MADISON PLAZA, SUITE 2100 · MADISON, MS 39110
6016051015
Plans filed
3
Years active
2015–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$97K
No prior year
Persons covered
185
No prior year
Total participants
185
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$97K
HERITAGE PROPERTIES, INC. HEALTH AND WELFARE PLAN
Mixed185 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #503$17K
HERITAGE PROPERTIES, INC. LONG TERM DISABILITY PLAN
Fully insured279 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #504$0
HERITAGE PROPERTIES. INC. VOLUNTARY BENEFITS
Mixed246 covered·1 carrier
Primary: CONTINENTAL AMERICAN INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$97K100.0%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
D
$97K100.0%11185

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDACWORTH, GATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$10K$3K$13K100.0%1

History & trajectory

11 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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