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Sponsor portfolioWelfare / HealthEIN 91-1857900
HERITAGE FINANCIAL CORPORATION
P.O. BOX 1578 · OLYMPIA, WA 98501
3605707369
- Plans filed
- 4
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$10.0M
No prior year
Persons covered
978
No prior year
Total participants
760
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #501$10.0M
HERITAGE FINANCIAL CORPORATION WELFARE BENEFIT PLAN
Mixed978 covered·7 carriers
Primary: AETNA LIFE INSURANCE CO.
Plan #504$538K
HERITAGE FINANCIAL CORPORATION DENTAL PLAN
Fully insured1,088 covered·1 carrier
Primary: DELTA DENTAL OF WASHINGTON
Plan #503$331K
HERITAGE FINANCIAL CORPORATION LIFE & DISABILITY PLAN
Fully insured740 covered·1 carrier
Primary: PRUDENTIAL INSURANCE COMPANY OF AMERICA
Plan #502$0
HERITAGE FINANCIAL CORPORATION VISION PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $9.3M | 44.2% | |
| Prescription drug | $9.3M | 44.2% | |
| Other | $637K | 3.0% | |
| Life | $602K | 2.9% | |
| Short-term disability | $602K | 2.9% | |
| Long-term disability | $602K | 2.9% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 200446713 | HRxOth | $6.5M | 65.6% | 1 | 2 | 757 |
EIN 930798039 | HRx | $2.8M | 28.2% | 1 | 2 | 269 |
EIN 221211670 | LSTDLTDOth | $602K | 6.1% | 1 | 1 | 978 |
EIN 421338303 | Oth | $19K | 0.2% | 1 | 1 | 152 |
EIN 911272766 | Oth | $1K | 0.0% | 1 | 1 | 768 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| AON CONSULTING INC | CHICAGO, IL | ARAG INSURANCE COMPANY, PRUDENTIAL INSURANCE COMPANY OF AMERICA | $2K | $7K | $9K | 98.1% | 1 |
| IMG | INDIANAPOLIS, IN | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $170 | $170 | 1.9% | 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