Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.1M
- Other$1.1M
- Life$969K
- Short-term disability$969K
- Long-term disability$969K
- Vision$146K
- +1 more
Sponsor portfolio
HELIOS TECHNOLOGIES, INC.
EIN 59-2754337mechanical or industrial engineeringLatest filing 2025
Plans
2
Retirement
1
$181.4M assets
Welfare
1
$2.5M premiums
Participants
3,075
7456 16TH STREET EAST - SARASOTA, FL 34243941-362-1200heliostechnologies.comLinkedIn1001-5000 employeesmechanical or industrial engineering
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 1,303 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- SUN LIFE ASSURANCE COMPANY OF CANADA97%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
- FIRST STOP HEALTH1%
Broker market share
Schedule A broker compensation
85%top
- AMWINS85%
- THE BALDWIN GROUP WEST LLC11%
- WATCHTOWER TECHNOLOGIES INC2%
- WATCHTOWER BENEFITS, LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HELIOS TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN
ESOP
Assets$181.4M
Participants1,772
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
HELIOS TECHNOLOGIES, INC. WELFARE BENEFITS PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$2.5M
Covered lives1,303
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HELIOS TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN | ESOP | $181.4M | 1,772 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | HELIOS TECHNOLOGIES, INC. WELFARE BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $2.5M | 1,303 | 2025 |
Retirement plans
Welfare plans