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Sponsor portfolioWelfare / HealthEIN 82-4968837
HERITAGE OPERATING, LLC
1551 EMANCIPATION HIGHWAY · FREDERICKSBURG, VA 22401
4235477903
- Plans filed
- 1
- Years active
- 2019–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$706K
No prior year
Persons covered
349
No prior year
Total participants
301
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 | $647K | 22.9% | |
| Dental | $647K | 22.9% | |
| Vision | $647K | 22.9% | |
| Prescription drug | $647K | 22.9% | |
| Life | $59K | 2.1% | |
| Short-term disability | $59K | 2.1% | |
| Long-term disability | $59K | 2.1% | |
| Other | $59K | 2.1% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 620427913 | HRxDV | $647K | 91.7% | 1 | 1 | 284 |
EIN 420127290 | LSTDLTDOth | $59K | 8.3% | 1 | 1 | 349 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| DUANE KING | SEATTLE, WA | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $16K | $0 | $16K | 46.4% | 1 |
| ALLIANT INSURANCE SERVICES, INC. | SEATTLE, WA | PRINCIPAL LIFE INSURANCE COMPANY | $10K | $0 | $10K | 27.4% | 1 |
| ELIZABETH LARSHUS | JOHNSON CITY, TN | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $9K | $0 | $9K | 26.2% | 1 |
History & trajectory
7 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