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Sponsor portfolioWelfare / HealthEIN 83-1950225
COMMUNITY HERITAGE FINANCIAL, INC.
24 WEST MAIN ST · MIDDLETOWN, MD 21769
3013713053
- Plans filed
- 3
- Years active
- 2020–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$248K
No prior year
Persons covered
394
No prior year
Total participants
293
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #503$136K
COMMUNITY HERITAGE FINANCIAL, INC. LIFE AND DISABILITY PLAN
Fully insured168 covered·1 carrier
Primary: NORTHWESTERN MUTAL
Plan #502$112K
COMMUNITY HERITAGE FINANCIAL DENTAL AND VISION PLAN
Fully insured226 covered·2 carriers
Primary: UNITED CONCORDIA INSURANCE COMPANY
Plan #501$0
MIDDLETOWN VALLEY BANK EMPLOYEE MEDICAL PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $98K | 33.6% | |
| Short-term disability | $61K | 21.0% | |
| Life | $45K | 15.3% | |
| Other | $45K | 15.3% | |
| Long-term disability | $30K | 10.2% | |
| Vision | $14K | 4.7% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 390509570 | LSTDLTDOth | $136K | 54.8% | 1 | 3 | 168 |
EIN 860307623 | D | $98K | 39.7% | 1 | 1 | 226 |
EIN 430949844 | V | $14K | 5.5% | 1 | 1 | 198 |
Broker overview
7 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LEAVITT GROUP | HOLLIDAYSBURG, PA | UNITED CONCORDIA INSURANCE COMPANY | $8K | $0 | $8K | 29.0% | 1 |
| R TODD GRANDY | HUNT VALLEY, MD | NORTHWESTERN MUTAL | $6K | $2K | $7K | 26.5% | 1 |
| EDWARD ANDERSON JR | HAGERSTOWN, MD | NORTHWESTERN MUTAL | $4K | $1K | $5K | 17.7% | 1 |
| VARNEY & COMPANY BENEFITS ADVISORS | HOLLIDAYSBURG, PA | FIDELITY SECURITY LIFE INSURANCE COMPANY | $1K | $2K | $3K | 12.4% | 1 |
| TRIBRIDGE PARTNERS LLC | COLUMBIA, MD | UNITED CONCORDIA INSURANCE COMPANY | $2K | $0 | $2K | 6.0% | 1 |
| SCOTT IODICE ASSC LLC | BALTIMORE, MD | NORTHWESTERN MUTAL | $1K | $250 | $2K | 5.6% | 1 |
| DAVID WAYNE ZIEGLER | HUNT VALLEY, MD | NORTHWESTERN MUTAL | $570 | $204 | $774 | 2.8% | 1 |
History & trajectory
6 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