Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$72K
- Vision$17K
- Life$15K
- Short-term disability$15K
- Long-term disability$15K
- Other$15K
Sponsor portfolio
HELLER FORD SALES, INC.
EIN 37-1015200retailLatest filing 2025
Plans
5
Retirement
1
$18.0M assets
Welfare
4
$104K premiums
Participants
802
Benefits portfolio analytics
4 plans / $104K premiums / 514 covered livesCarrier market share
Premium dollars by Schedule A carrier
69%top
- UNITED HEALTHCARE INSURANCE COMPANY69%
- PRINCIPAL LIFE INSURANCE COMPANY17%
- UNUM LIFE INSURANCE COMPANY OF AMERICA14%
Broker market share
Schedule A broker compensation
46%top
- MIDWESTERN INS ASSOC AGY INC46%
- MUTUAL MED INSURANCE SERVICES28%
- C.E.S. INSURANCE AGENCY17%
- GIS BENEFITS INC8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HELLER 401(K) PLAN
401k
Assets$18.0M
Participants274
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511
HELLER FORD DENTAL INSURANCE PLAN
Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$72K
Covered lives126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Welfare#513
HELLER FORD VISION INSURANCE PLAN
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$17K
Covered lives238
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Welfare#510
HELLER FORD LIFE INSURANCE PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$15K
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Welfare#512
HELLER FORD HEALTH INSURANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HELLER 401(K) PLAN | 401k | $18.0M | 274 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 511 | HELLER FORD DENTAL INSURANCE PLAN | Fully Insured | UNITED HEALTHCARE INSURANCE COMPANY | $72K | 126 | 2025 | |
| 513 | HELLER FORD VISION INSURANCE PLAN | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $17K | 238 | 2025 | |
| 510 | HELLER FORD LIFE INSURANCE PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $15K | 150 | 2025 | |
| 512 | HELLER FORD HEALTH INSURANCE PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans