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Sponsor portfolioWelfare / HealthEIN 95-3930862
HERITAGE MEDICAL SYSTEMS
43839 15TH STREET WEST · LANCASTER, CA 93534
6614802085
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 62
- Latest filing
- 2024
Total premiums (latest)
$11.9M
No prior year
Persons covered
5,329
No prior year
Total participants
4,759
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 |
|---|---|---|---|
| Dental | $8.4M | 22.5% | |
| Other | $8.2M | 21.8% | |
| Health | $6.8M | 18.1% | |
| Prescription drug | $6.8M | 18.1% | |
| Short-term disability | $2.7M | 7.2% | |
| Life | $1.9M | 5.2% | |
| Long-term disability | $1.8M | 4.9% | |
| Vision | $816K | 2.2% |
Carrier overview
7 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HRxDOth | $8.3M | 69.8% | 1 | 2 | 3,899 |
EIN 231503749 | LSTDLTDOth | $1.8M | 15.5% | 1 | 1 | 4,627 |
EIN 430949844 | V | $816K | 6.9% | 1 | 2 | 5,329 |
EIN 362739571 | HRxSTD | $690K | 5.8% | 1 | 1 | 137 |
EIN 822723296 | DLSTDOth | $143K | 1.2% | 1 | 9 | 65 |
EIN 731016728 | Oth | $88K | 0.7% | 1 | 1 | 616 |
EIN 570144607 | Oth | $2K | 0.0% | 1 | 1 | 3 |
Broker overview
38 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | IRVINE, CA | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD, CIGNA HEALTH AND LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $400K | $41K | $441K | 53.1% | 1 |
| ISLAND GROUP PLANS, INC. | HOLBROOK, NY | CIGNA HEALTH AND LIFE INSURANCE COMPANY, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INS. CO. OF NY, AFLAC | $9K | $106K | $115K | 13.8% | 1 |
| ATLANTIC GROUP PLANS, LLC | NESCONSET, NY | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $5K | $106K | $111K | 13.3% | 1 |
| FINANCIAL LIBERTY GROUP | MELVILLE, NY | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $0 | $85K | $85K | 10.3% | 1 |
| HUB INTERNATIONAL MIDWEST LIMITED | PHOENIX, AZ | UNITEDHEALTHCARE INSURANCE COMPANY | $27K | $34K | $61K | 7.3% | 1 |
| MJ INSURANCE | RENO, NV | AFLAC | $4K | $47 | $4K | 0.5% | 1 |
| MARKHAM INSURANCE SERVICES, INC. | TEHACHAPI, CA | AFLAC | $3K | $51 | $3K | 0.4% | 1 |
| ELIZABETH ANN SELLARS | TEHACHAPI, CA | AFLAC | $3K | $51 | $3K | 0.4% | 1 |
| KIRSTEN E WALSH | NORTHPORT, NY | AFLAC | $2K | $0 | $2K | 0.3% | 1 |
| CHRISTINE M. MCCULLUGH | HUNTINGTON, NY | AFLAC | $1K | $0 | $1K | 0.1% | 1 |
| ROXANNE WISWOSSER | TEHACHAPI, CA | AFLAC | $854 | $0 | $854 | 0.1% | 1 |
| FRANK A. VISCO | LANCASTER, CA | AFLAC | $810 | $0 | $810 | 0.1% | 1 |
| ROCHELLE R MAURER | LAKE HAVASU CITY, AZ | AFLAC | $790 | $0 | $790 | 0.1% | 1 |
| JACQUES P DAVID CORPORATION | HUNTINGTON, NY | AFLAC | $466 | $0 | $466 | 0.1% | 1 |
| MONUMENT COMMERCIAL INS SVCS INC | TEHACHAPI, CA | AFLAC | $391 | $0 | $391 | 0.0% | 1 |
| BARBARA FONTI | HUNTINGTON, NY | AFLAC | $119 | $0 | $119 | 0.0% | 1 |
| LINDSAY ANN CHRISTENSEN | BEE CAVE, TX | AFLAC | $89 | $0 | $89 | 0.0% | 1 |
| CHERYL O'BRIEN | PISMO BEACH, CA | AFLAC | $86 | $0 | $86 | 0.0% | 1 |
| STEPHEN MICHAEL RALSTON | BAKERSFIELD, CA | AFLAC | $76 | $0 | $76 | 0.0% | 1 |
| DANIEL COLE | PASO ROBLES, CA | AFLAC | $53 | $0 | $53 | 0.0% | 1 |
| HAROLD B CHRISTENSEN | BEE CAVE, TX | AFLAC | $52 | $0 | $52 | 0.0% | 1 |
| LISA BETH RENTERIA | LAS VEGAS, NV | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $49 | $0 | $49 | 0.0% | 1 |
| BRENDA S HAMILTON | CLOVIS, CA | AFLAC | $47 | $0 | $47 | 0.0% | 1 |
| BRADLEY S RUPPEL | HILTON HEAD ISLAND, SC | AFLAC | $46 | $0 | $46 | 0.0% | 1 |
| CHRIS BRANSON | MAKAWAO, HI | AFLAC | $41 | $0 | $41 | 0.0% | 1 |
| JENNIFER E MACIAS | RENO, NV | AFLAC | $40 | $0 | $40 | 0.0% | 1 |
| VIVIAN I. LOTTS | AUSTIN, TX | AFLAC | $38 | $0 | $38 | 0.0% | 1 |
| DAVID MATTHEW SMITH | GLENDORA, CA | AFLAC | $36 | $0 | $36 | 0.0% | 1 |
| DENISE LEE MANISCALCO | PAHRUMP, NV | AFLAC | $32 | $0 | $32 | 0.0% | 1 |
| OMEGA FINANCIAL AND INS. SOLUTIONS | LAS VEGAS, NV | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | $0 | $20 | 0.0% | 1 |
| MANDY L. LOUGHLIN | RIDGECREST, CA | AFLAC | $17 | $0 | $17 | 0.0% | 1 |
| CHANDA MANSKE | BOWLING GREEN, KY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | $0 | $10 | 0.0% | 1 |
| DANA MARIE MOWATT | TORRANCE, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $0 | $8 | 0.0% | 1 |
| CRTX2 LLC | BOWLING GREEN, KY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $0 | $8 | 0.0% | 1 |
| CYNTHIA JAYNE GOODNICK | UPLAND, CA | AFLAC | $4 | $0 | $4 | 0.0% | 1 |
| CHARLES EDWARD PERRY | AUBRUN, CA | AFLAC | $1 | $0 | $1 | 0.0% | 1 |
| ANA PATRICIA ARRIAGA | WOODLAND, CA | AFLAC | $1 | $0 | $1 | 0.0% | 1 |
| CHRISTOPHER S. DISBROW | RANCHO CUCAMONGA, CA | AFLAC | $1 | $0 | $1 | 0.0% | 1 |
History & trajectory
9 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