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Sponsor portfolio

HELION ENERGY

EIN 46-3247574-Latest filing 2025
Plans
2
Retirement
1
$7.9M assets
Welfare
1
$4.3M premiums
Participants
791
1415 75TH ST. SW - EVERETT, WA 98203425-332-7463
Plans on this EIN
2 filings
#001401k-$7.9M - 310 part#501Fully Insured-$4.3M - 471 lives

Benefits portfolio analytics

1 plan / $4.3M premiums / 471 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.0M
  • Dental$4.0M
  • Prescription drug$4.0M
  • Other$284K
  • Life$264K
  • Short-term disability$213K
  • +2 more
Total $4.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • VISION SERVICE PLAN1%
Total $4.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $199K1 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

HELION ENERGY RETIREMENT TRUST

401k

Assets$7.9M
Participants310
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HELION ENERGY HEALTH AND WELFARE PLAN

Fully Insured - PREMERA BLUE CROSS

Premiums$4.3M
Covered lives471
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HELION ENERGY RETIREMENT TRUST401k$7.9M3102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HELION ENERGY HEALTH AND WELFARE PLANFully InsuredPREMERA BLUE CROSS$4.3M4712025
Retirement plans
Welfare plans
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