Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.4M
- Other$446K
- Dental$408K
- Vision$408K
- Life$408K
- Short-term disability$408K
- +1 more
Sponsor portfolio
HELM BANK USA
EIN 65-0159184bankingLatest filing 2025
Plans
2
Retirement
1
$31.0M assets
Welfare
1
$2.8M premiums
Participants
528
999 BRICKELL AVE STE 100 - MIAMI, FL 33131305-379-4356helmbankusa.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.8M premiums / 250 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY84%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
- AMERITAS LIFE INSURANCE CORP.1%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
41%top
- INSURANCE CONSULTING GROUP INC41%
- BANYAN BENEFITS GROUP26%
- CENTERSTONE INSURANCE AND FINANCIAL21%
- ROGERS BENEFIT GROUP INC6%
- BENEFITMALL3%
- +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
HELM BANK USA 401(K) PLAN
401k
Assets$31.0M
Participants316
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
HELM BANK USA EMPLOYEE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$2.8M
Covered lives250
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HELM BANK USA 401(K) PLAN | 401k | $31.0M | 316 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | HELM BANK USA EMPLOYEE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2.8M | 250 | 2025 |
Retirement plans
Welfare plans