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  2. HELPWARE INC.
Sponsor portfolio

HELPWARE INC.

EIN 47-5499653-outsourcing/offshoring-Latest filing 2025
Plans
2
Retirement
1
$610K assets
Welfare
1
$860K premiums
Participants
341
65 ENTERPRISE, SUITE 33 - ALISO VIEJO, CA 92656949-273-2824helpware.comLinkedIn1001-5000 employeesoutsourcing/offshoring
Plans on this EIN
2 filings
#001401k-$610K - 190 part#501Fully Insured-$860K - 355 lives

Benefits portfolio analytics

1 plan / $860K premiums / 355 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$778K
  • Prescription drug$778K
  • Dental$82K
  • Vision$82K
  • Life$82K
  • Other$82K
Total $860K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • ANTHEM LIFE INSURANCE COMPANY90%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY10%
Total $860K2 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • HOUCHENS INSURANCE GROUP INC97%
  • GIS BENEFITS INC3%
Total $27K2 slices

Plan deep-dives

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

HELPWARE 401(K) PLAN

401k

Assets$610K
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HELPWARE INC. HEALTH AND WELFARE PLAN

Fully Insured - ANTHEM HEALTH PLANS OF KY, INC.

Premiums$860K
Covered lives355
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HELPWARE 401(K) PLAN401k$610K1902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HELPWARE INC. HEALTH AND WELFARE PLANFully InsuredANTHEM HEALTH PLANS OF KY, INC.$860K3552025
Retirement plans
Welfare plans
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