Insurance carrier
UNITED HERITAGE LIFE INSURANCE COMPANY
UNITED HERITAGE LIFE INSURANCE COMPANY appears on 159 employer benefit contracts in public Form 5500 Schedule A filings.
159 employer contracts on file name UNITED HERITAGE LIFE INSURANCE COMPANY as the insurance carrier. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
UNITED HERITAGE LIFE INSURANCE COMPANY writes 159 insured contracts for 130 employers, across 6 states, led by ID, OR, PA.
Vision is the largest line (82 contracts), followed by life (70), disability (55), stop-loss (1).
SHELLI STAYNER is the broker of record on the most contracts (15, about 9%); CHAD MURRAY, JOHN E FRALICH, MARK WOODWORTH follow.
Renewals concentrate on January 1: 79% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Offices that file under one name are added up on one row. The name links to the office with the most contracts on this carrier.
- SHELLI STAYNER15
- CHAD MURRAY9
- JOHN E FRALICH9
- MARK WOODWORTH2 offices on this carrier9
- BRANDON SIMON7
- DREW RANSTROM7
Counted by each employer's own state. Largest first.
Contracts by line.
vision 82 · life 70 · disability 55 · stop-loss 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Employers with plans through UNITED HERITAGE LIFE INSURANCE COMPANY
| Employer | Location | Broker | Renews |
|---|---|---|---|
| KOOTENAI CLINICS, LLC | COEUR D ALENE, ID | CHAD R. MURRAY | Jan 1FY2025 |
| NORTH IDAHO DAY SURGERY LLC | POST FALLS, ID | MARK WOODWORTH | Jan 1FY2023 |
| NORCO, INC. | BOISE, ID | BRANDON SIMON | Jan 1FY2025 |
| TERRY REILLY HEALTH SERVICES | NAMPA, ID | TYLER D. JACKSON | Jan 1FY2025 |
| POTLATCH NO. 1 FINANCIAL CREDIT UNION | LEWISTON, ID | BRANDON SIMON | Jan 1FY2025 |
more employers with plans through UNITED HERITAGE LIFE INSURANCE COMPANY
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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)
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