Heritage Insurance Holdings, Inc.
Overview
Heritage Insurance Holdings, Inc. sponsors a self-funded health plan that covered 522 participants in plan year 2024. The plan year starts in September. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 522
- Plan year
- Begins September 1 · next renewal September 2027
- Health plans filed
- Heritage Insurance Holdings Health and Welfare Benefit Plan, plan 502 (522 participants)
- Broker compensation
- $91K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Life Insurance Company of North America | Long-term disability, Short-term disability, Life, Accidental Death and Dismemberment | 434 | $416K | $72K |
| Symetra Life Insurance Company | Accident, Critical Illness, Hospital Ind | 127 | $70K | $14K |
| Vision Service Plan | Vision | 442 | $57K | $6K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 522 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2024
- Plan sponsor
- Heritage Insurance Holdings, Inc.
- Sponsor EIN
- 46-0694063
- Plan number
- 502
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 46-0694063 in the Department of Labor's EFAST2 Form 5500 search.
About this data
Source: Heritage Insurance Holdings, Inc.'s Form 5500 filing for plan year 2024 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Heritage Insurance Holdings, Inc..