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Sponsor portfolioWelfare / HealthEIN 81-4107333
HERITAGE GROCERS GROUP, LLC
2501 E. GUASTI ROAD · ONTARIO, CA 91761
9099237426
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 44
- Latest filing
- 2025
Total premiums (latest)
$11.8M
No prior year
Persons covered
7,538
No prior year
Total participants
6,138
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 | $10.7M | 30.7% | |
| Dental | $9.5M | 27.5% | |
| Vision | $2.5M | 7.2% | |
| Prescription drug | $2.5M | 7.2% | |
| Life | $2.5M | 7.2% | |
| Short-term disability | $2.5M | 7.2% | |
| Other | $2.3M | 6.6% | |
| Long-term disability | $2.3M | 6.6% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953760980 | HD | $8.2M | 69.3% | 1 | 1 | 3,147 |
EIN 954331852 | HRxDVLSTDLTDOth | $2.3M | 19.3% | 1 | 2 | 7,538 |
EIN 880201035 | HRxV | $1.1M | 9.5% | 1 | 1 | 185 |
EIN 010278678 | LSTDOth | $230K | 2.0% | 1 | 2 | 1,357 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | CHICAGO, IL | UNUM LIFE INSURANCE COMPANY OF AMERICA, ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $96K | $47K | $142K | 84.8% | 1 |
| MJ INSURANCE | CHATTANOOGA, TN | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $20K | $861 | $21K | 12.4% | 1 |
| OPTAVISE, LLC | BIRMINGHAM, AL | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | $176 | $4K | 2.6% | 1 |
| THE ORIENTATION COMPANY, INC. | FRISCO, TX | UNUM LIFE INSURANCE COMPANY OF AMERICA | $243 | $0 | $243 | 0.1% | 1 |
History & trajectory
3 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