Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$1.7M
- Dental$99K
- Life$54K
- Other$54K
- Long-term disability$41K
- +2 more
Sponsor portfolioTH
HELLER MACHINE TOOLS, L.P.
EIN 36-3451874machineryLatest filing 2025
Plans
2
Retirement
1
$23.7M assets
Welfare
1
$1.9M premiums
Participants
249
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 242 covered livesCarrier market share
Premium dollars by Schedule A carrier
51%top
- BLUE CROSS OF CALIFORNIA51%
- BLUE CARE NETWORK OF MICHIGAN36%
- UNITED OF OMAHA LIFE INSURANCE COMPANY7%
- DELTA DENTAL OF CALIFORNIA5%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
71%top
- ALBERT MITCHELL71%
- CAMBRIDGE CONSULTING GROUP LLC28%
- NFP INSURANCE SERVICES INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HELLER MACHINE TOOLS, L.P. 401(K) PLAN
401k
Assets$23.7M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HELLER MACHINE TOOLS, LP WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN
Premiums$1.9M
Covered lives242
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HELLER MACHINE TOOLS, L.P. 401(K) PLAN | 401k | $23.7M | 137 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HELLER MACHINE TOOLS, LP WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MICHIGAN | $1.9M | 242 | 2025 |
Retirement plans
Welfare plans