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Sponsor portfolioWelfare / HealthEIN 68-0532021
HERITAGE RETIREMENT FACILITIES LLC
d/b/a THE HERITAGE AT BRENTWOOD
900 HERITAGE WAY · BRENTWOOD, TN 370276745
6155644900
- Plans filed
- 1
- Years active
- 2019–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
203
No prior year
Total participants
136
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 | $1.1M | 46.6% | |
| Vision | $1.1M | 46.6% | |
| Dental | $80K | 3.4% | |
| Life | $28K | 1.2% | |
| Long-term disability | $28K | 1.2% | |
| Other | $28K | 1.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HV | $1.1M | 75.9% | 1 | 1 | 136 |
EIN 010278678 | LLTDOth | $274K | 18.7% | 1 | 3 | 170 |
EIN 620812197 | D | $80K | 5.5% | 1 | 1 | 203 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| STREAMLINE ENTERPRISES LLC | MEMPHIS, TN | UNUM LIFE INSURANCE COMPANY OF AMERICA, CIGNA HEALTHCARE, DELTA DENTAL OF TENNESSEE | $110K | $79K | $188K | 98.5% | 1 |
| SMITH III, ORMA R | MEMPHIS, TN | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $167 | $3K | 1.5% | 1 |
History & trajectory
6 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