Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$359K
- Prescription drug$359K
- Dental$148K
- Long-term disability$125K
- Life$66K
- Other$66K
- +2 more
Sponsor portfolioTH
HELIGROUP HOLDINGS, INC.
EIN 46-4572040airlines/aviationLatest filing 2025
Plans
2
Retirement
1
$19.9M assets
Welfare
1
$782K premiums
Participants
557
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $782K premiums / 417 covered livesCarrier market share
Premium dollars by Schedule A carrier
46%top
- BLUE CARE NETWORK OF MICHIGAN46%
- RELIANCE STANDARD LIFE INSURANCE COMPANY24%
- DELTA DENTAL OF CALIFORNIA19%
- UNUM LIFE INSURANCE COMPANY OF AMERICA7%
- EYEMED VISION CARE3%
Broker market share
Schedule A broker compensation
50%top
- MARSH & MCLENNAN AGENCY LLC50%
- EXTERNAL AGENT30%
- DIANNA LYNN ATCHISON12%
- JEREMY SAMPSEL4%
- HOWARD J HOROWITZ2%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HELIGROUP HOLDINGS, INC. 401(K) PLAN
401k
Assets$19.9M
Participants332
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HELIGROUP HOLDINGS, INC. WELFARE PLAN
Fully Insured - BLUE CARE NETWORK OF MICHIGAN
Premiums$782K
Covered lives417
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HELIGROUP HOLDINGS, INC. 401(K) PLAN | 401k | $19.9M | 332 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HELIGROUP HOLDINGS, INC. WELFARE PLAN | Fully Insured | BLUE CARE NETWORK OF MICHIGAN | $782K | 417 | 2025 |
Retirement plans
Welfare plans