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Sponsor portfolioWelfare / HealthEIN 77-0360405
HERITAGE BANK OF COMMERCE
224 AIRPORT PARKWAY · SAN JOSE, CA 95110
4087924042
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$3.4M
No prior year
Persons covered
338
No prior year
Total participants
358
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 | $3.3M | 28.7% | |
| Health | $2.7M | 23.6% | |
| Prescription drug | $2.7M | 23.6% | |
| Life | $577K | 5.0% | |
| Short-term disability | $577K | 5.0% | |
| Long-term disability | $554K | 4.8% | |
| Dental | $530K | 4.6% | |
| Vision | $530K | 4.6% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRxOth | $2.7M | 81.1% | 1 | 1 | 252 |
EIN 381082080 | DVLSTDLTDOth | $530K | 15.8% | 1 | 1 | 315 |
EIN 010278678 | LSTDOth | $77K | 2.3% | 1 | 2 | 338 |
EIN 822723296 | LSTDLTD | $24K | 0.7% | 1 | 1 | 31 |
Broker overview
14 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| VITA INSURANCE ASSOCIATES, INC. | MOUNTIAN VIEW, CA | SUN LIFE ASSURANCE COMPANY OF CANADA, UNUM LIFE INSURANCE COMPANY OF AMERICA, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10K | $0 | $10K | 70.5% | 1 |
| CHRIS C NESTER | HOLLISTER, CA | AFLAC | $1K | $0 | $1K | 8.1% | 1 |
| RICHARD B MILLANG INS SVCS INC | GRANITE BAY, CA | AFLAC | $867 | $0 | $867 | 5.9% | 1 |
| CBIZ BENEFITS & INSURANCE SERVICES | SAN JOSE, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $591 | $0 | $591 | 4.1% | 1 |
| WAYNE RIMMER | MERIDIAN, ID | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $338 | $0 | $338 | 2.3% | 1 |
| HOLLERN & ASSOCIATES INCORPORATED | SPARKS, NV | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $307 | $10 | $317 | 2.2% | 1 |
| BALTOR INSURANCE SERVICES | BURLINGAME, CA | AFLAC | $246 | $0 | $246 | 1.7% | 1 |
| AMY E COHEN | SAN JOSE, CA | AFLAC | $226 | $0 | $226 | 1.5% | 1 |
| DERREK LYN KECK | SALINAS, CA | AFLAC | $162 | $0 | $162 | 1.1% | 1 |
| MARSH & MCLENNAN AGENCY LLC | CARMEL, CA | AFLAC | $150 | $0 | $150 | 1.0% | 1 |
| TIMOTHY C. QUINN | REDMOND, WA | AFLAC | $110 | $0 | $110 | 0.8% | 1 |
| RICHARD G MCGOWAN | POERIA, AZ | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $66 | $0 | $66 | 0.5% | 1 |
| BRIAN ROBERT LLOYD | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $24 | $32 | 0.2% | 1 |
| G SCOTT COOKE | TEMPLETON, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $0 | $12 | 0.1% | 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