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  2. HELM GROUP, INC.
Sponsor portfolioTH

HELM GROUP, INC.

EIN 36-3065097-construction-Latest filing 2025
Plans
2
Retirement
1
$76.6M assets
Welfare
1
$120K premiums
Participants
809
2283 ROUTE 20 EAST - FREEPORT, IL 61032815-235-2200helmgroup.comLinkedIn1001-5000 employeesconstruction
Plans on this EIN
2 filings
#002401k-$76.6M - 438 part#505Mixed-$120K - 370 lives

Benefits portfolio analytics

1 plan / $120K premiums / 370 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$120K
  • Long-term disability$120K
  • Other$120K
Total $120K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $120K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • COTTINGHAM & BUTLER100%
Total $13K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HELM GROUP, INC. 401(K) PLAN

401k

Assets$76.6M
Participants438
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

HELM GROUP, INC. GROUP BENEFITS

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$120K
Covered lives370
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HELM GROUP, INC. 401(K) PLAN401k$76.6M4382025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505HELM GROUP, INC. GROUP BENEFITSMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$120K3702025
Retirement plans
Welfare plans
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