Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$8.1M
- Prescription drug$8.1M
- Other$708K
- Life$687K
- Short-term disability$687K
- Long-term disability$687K
- +2 more
Sponsor portfolio
HELIO HEALTH, INC.
EIN 15-0532288mental health careLatest filing 2025
Plans
2
Retirement
1
$22.0M assets
Welfare
1
$9.1M premiums
Participants
2,368
555 EAST GENESSEE STREET - SYRACUSE, NY 13202315-474-5506helio.healthLinkedIn501-1000 employeesmental health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $9.1M premiums / 1,116 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
- ESI EMPLOYEE ASSISTANCE GROUP0%
Broker market share
Schedule A broker compensation
71%top
- ONEGROUP NY INC71%
- JAMES R NELLIGAN & ASSOCIATES LLC29%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HELIO HEALTH, INC. SAVINGS AND RETIREMENT PLAN
401k
Assets$22.0M
Participants1,252
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
HELIO HEALTH WELFARE BENEFIT PLAN
Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$9.1M
Covered lives1,116
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HELIO HEALTH, INC. SAVINGS AND RETIREMENT PLAN | 401k | $22.0M | 1,252 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | HELIO HEALTH WELFARE BENEFIT PLAN | Fully Insured | EXCELLUS BLUE CROSS BLUE SHIELD | $9.1M | 1,116 | 2025 |
Retirement plans
Welfare plans