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Sponsor portfolio

HELMS BROS, INC.

EIN 11-2417038-automotive-Latest filing 2025
Plans
2
Retirement
1
$18.6M assets
Welfare
1
$1.2M premiums
Participants
388
208-24 NORTHERN BOULEVARD - BAYSIDE, NY 11361718-631-8181helmsbros.comLinkedIn11-50 employeesautomotive
Plans on this EIN
2 filings
#003401k-$18.6M - 192 part#501Fully Insured-$1.2M - 194 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 194 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Other$96K
  • Life$83K
  • Vision$66K
  • Short-term disability$66K
  • Long-term disability$66K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
  • SUN LIFE ASSURANCE COMPANY OF CANADA5%
  • COMPANION LIFE INSURANCE COMPANY1%
  • TELADOC0%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
  • +1 more
Total $1.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • PATRIOT GROWTH INSURANCE SERVICES50%
  • FNA INSURANCE SERVICES INC26%
  • PREMIER BENEFIT PLANS INC23%
  • GALLAGHER BENEFIT SERVICES, INC.0%
  • A SECURE YOU INC0%
  • +1 more
Total $134K6 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

HELMS BROS. INC. 401(K) PLAN

401k

Assets$18.6M
Participants192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HELMS BROS, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives194
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003HELMS BROS. INC. 401(K) PLAN401k$18.6M1922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HELMS BROS, INC. EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.2M1942025
Retirement plans
Welfare plans
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