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Sponsor portfolioTH

HELEN KELLER SERVICES FOR THE BLIND

EIN 11-1630807-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$29.3M assets
Welfare
1
$255K premiums
Participants
591
141 MIDDLE NECK RD - SANDS POINT, NY 110501218516-944-8900LinkedIn201-500 employeesindividual & family services
Plans on this EIN
2 filings
#003403b-$29.3M - 388 part#502Mixed-$255K - 243 lives

Benefits portfolio analytics

1 plan / $255K premiums / 243 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$255K
  • Life$213K
  • Short-term disability$213K
  • Long-term disability$179K
Total $255K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA70%
  • AFLAC15%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA14%
Total $255K3 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • CORPORATE SYNERGIES GROUP LLC80%
  • GEORGE BLAIR WEILER5%
  • MERIDA CARLO CORP5%
  • COURTENAY LEE AMERLING3%
  • BLAIR G WEILER2%
  • +3 more
Total $27K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN

403b

Assets$29.3M
Participants388
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HELEN KELLER SERVICES GROUP BENEFITS PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$255K
Covered lives243
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003HELEN KELLER SERVICES FOR THE BLIND 403(B) PLAN403b$29.3M3882025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HELEN KELLER SERVICES GROUP BENEFITS PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$255K2432024
Retirement plans
Welfare plans
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