Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 74-1288659
UNITED HERITAGE CREDIT UNION
12515-5 RESEARCH BOULEVARD · AUSTIN, TX 78759
5124354545
- Plans filed
- 4
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$220K
No prior year
Persons covered
225
No prior year
Total participants
225
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #505$220K
UNITED HERITAGE CREDIT UNION HEALTH AND WELFARE PLAN
Mixed225 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #504$135K
UNITED HERITAGE CREDIT UNION LIFE AND DISABILITY PLAN
Fully insured383 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #503$127K
UNITED HERITAGE CREDIT UNION DENTAL PLAN
Fully insured294 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #502$0
UNITED HERITAGE CREDIT UNION MEDICAL PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $220K | 20.0% | |
| Life | $220K | 20.0% | |
| Short-term disability | $220K | 20.0% | |
| Long-term disability | $220K | 20.0% | |
| Other | $220K | 20.0% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 470322111 | DLSTDLTDOth | $220K | 100.0% | 1 | 1 | 225 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $11K | $11K | 100.0% | 1 |
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