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  2. HELIOGEN, INC.
Sponsor portfolio

HELIOGEN, INC.

EIN 46-2456201-renewables & environment-Latest filing 2025
Plans
2
Retirement
1
$9.9M assets
Welfare
1
$228K premiums
Participants
316
282 W RIVER BEND LN - PROVO, UT 84604626-720-4530heliogen.comLinkedIn51-200 employeesrenewables & environment
Plans on this EIN
2 filings
#001401k-$9.9M - 231 part#501Mixed-$228K - 107 lives

Benefits portfolio analytics

1 plan / $228K premiums / 107 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$228K
  • Vision$228K
  • Life$228K
  • Short-term disability$228K
  • Long-term disability$228K
  • Other$228K
Total $228K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $228K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • FOUNDATION RISK PARTNERS CORP100%
Total $23K1 slice

Plan deep-dives

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

HELIOGEN, INC. 401(K) PLAN

401k

Assets$9.9M
Participants231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HELIOGEN, INC.

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$228K
Covered lives107
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HELIOGEN, INC. 401(K) PLAN401k$9.9M2312025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HELIOGEN, INC.MixedSUN LIFE ASSURANCE COMPANY OF CANADA$228K1072024
Retirement plans
Welfare plans
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