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Sponsor portfolioWelfare / HealthEIN 86-0757062
HERITAGE ACADEMY
32 SOUTH CENTER STREET · MESA, AZ 85210
4809695641
- Plans filed
- 2
- Years active
- 2019–2024
- Industry
- NAICS 61
- Latest filing
- 2024
Total premiums (latest)
$168K
No prior year
Persons covered
654
No prior year
Total participants
783
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 |
|---|---|---|---|
| Dental | $168K | 25.0% | |
| Vision | $168K | 25.0% | |
| Life | $168K | 25.0% | |
| Other | $168K | 25.0% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135581829 | DVLOth | $168K | 100.0% | 1 | 1 | 654 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES | CINCINNATI, OH | METROPOLITAN LIFE INSURANCE COMPANY | $19K | $39 | $19K | 100.0% | 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