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Sponsor portfolio

HELIOS HVACR SERVICES, LLC

EIN 59-3018496-individual & family services-Latest filing 2025
Plans
5
Retirement
0
Welfare
5
$6.8M premiums
Participants
529
601 SOUTH LAKE DESTINY RD, SUITE 200 - MAITLAND, FL 32751888-246-0595LinkedIn51-200 employeesindividual & family services
Plans on this EIN
5 filings
#506Fully Insured-$5.0M - 598 lives#502Fully Insured-$1.7M - 263 lives#503Fully Insured-$110K - 226 lives#505Fully Insured-$38K - 87 lives#504Fully Insured-0 lives

Benefits portfolio analytics

5 plans / $6.8M premiums / 1,174 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.5M
  • Prescription drug$4.5M
  • Life$261K
  • Short-term disability$261K
  • Long-term disability$261K
  • Dental$243K
  • +1 more
Total $5.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA5%
  • AETNA LIFE INSURANCE COMPANY5%
Total $5.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $228K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Welfare#506

HELIOS HVACR SERVICES, LLC HEALTH & WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$5.0M
Covered lives598
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ADVANCED MECHANICAL SERVICES OF CENTRAL FLORIDA, INC. MEDICAL BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$1.7M
Covered lives263
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

ADVANCED MECHANICAL SERVICES OF CENTRAL FLORIDA, INC. DENTAL BENEFIT PLAN

Fully Insured - FLORIDA COMBINED LIFE

Premiums$110K
Covered lives226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

ADVANCED MECHANICAL SERVICES OF CENTRAL FLORIDA, INC. LIFE INSURANCE BENEFIT PLAN

Fully Insured - USABLE LIFE

Premiums$38K
Covered lives87
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

ADVANCED MECHANICAL SERVICES OF CENTRAL FLORIDA, INC. VISION BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF FLORIDA, INC.

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
506HELIOS HVACR SERVICES, LLC HEALTH & WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$5.0M5982025
502ADVANCED MECHANICAL SERVICES OF CENTRAL FLORIDA, INC. MEDICAL BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$1.7M2632024
503ADVANCED MECHANICAL SERVICES OF CENTRAL FLORIDA, INC. DENTAL BENEFIT PLANFully InsuredFLORIDA COMBINED LIFE$110K2262024
505ADVANCED MECHANICAL SERVICES OF CENTRAL FLORIDA, INC. LIFE INSURANCE BENEFIT PLANFully InsuredUSABLE LIFE$38K872024
504ADVANCED MECHANICAL SERVICES OF CENTRAL FLORIDA, INC. VISION BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF FLORIDA, INC.$002024
Welfare plans
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