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Sponsor portfolio

HELIENE USA, INC.

EIN 30-0986332-renewables & environment-Latest filing 2025
Plans
3
Retirement
1
$1.1M assets
Welfare
2
$3.3M premiums
Participants
544
8787 SILICON WAY - MOUNTAIN IRON, MN 55768218-288-1900heliene.comLinkedIn51-200 employeesrenewables & environment
Plans on this EIN
3 filings
#001401k-$1.1M - 378 part#501Fully Insured-$3.0M - 391 lives#502Fully Insured-$271K - 451 lives

Benefits portfolio analytics

2 plans / $3.3M premiums / 842 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Vision$3.0M
  • Prescription drug$3.0M
  • Dental$271K
  • Life$271K
  • Other$271K
Total $3.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • AETNA LIFE INSURANCE COMPANY92%
  • PRINCIPAL LIFE INSURANCE COMPANY8%
Total $3.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • TOTAL BENEFITS SOLUTIONS LLC90%
  • NOLAN HAVERN6%
  • NFP INSURANCE SERVICES INC5%
Total $458K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HELIENE USA, INC. 401(K) PLAN

401k

Assets$1.1M
Participants378
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MEDICAL PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$3.0M
Covered lives391
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

DENTAL & ANCILLARY PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$271K
Covered lives451
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HELIENE USA, INC. 401(K) PLAN401k$1.1M3782024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MEDICAL PLANFully InsuredAETNA LIFE INSURANCE COMPANY$3.0M3912025
502DENTAL & ANCILLARY PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$271K4512025
Retirement plans
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