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Sponsor portfolioWelfare / HealthEIN 75-1399826
HERITAGE CAPITAL CORPORATION
2801 WEST AIRPORT FREEWAY · DALLAS, TX 75261
2145283500
- Plans filed
- 2
- Years active
- 2016–2025
- Industry
- NAICS 45
- Latest filing
- 2025
Total premiums (latest)
$568K
No prior year
Persons covered
892
No prior year
Total participants
748
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $530K | 30.2% | |
| Life | $395K | 22.5% | |
| Short-term disability | $395K | 22.5% | |
| Long-term disability | $395K | 22.5% | |
| Vision | $38K | 2.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 060838648 | LSTDLTDOth | $395K | 69.5% | 1 | 1 | 748 |
EIN 410451140 | Oth | $68K | 11.9% | 1 | 1 | 293 |
EIN 931693126 | Oth | $67K | 11.8% | 1 | 1 | 786 |
EIN 430949844 | V | $38K | 6.7% | 1 | 1 | 892 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | CHICAGO, IL | HARTFORD LIFE AND ACCIDENT, RELIASTAR LIFE INSURANCE COMPANY | $15K | $3K | $18K | 87.3% | 1 |
| ADP, INC. | BOSTON, MA | RELIASTAR LIFE INSURANCE COMPANY | $0 | $3K | $3K | 12.7% | 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