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  2. HELENA AGRI-ENTERPRISES, LLC
Sponsor portfolioTH

HELENA AGRI-ENTERPRISES, LLC

EIN 71-0293688-farming-Latest filing 2024
Plans
5
Retirement
3
$1.24B assets
Welfare
2
$6.2M premiums
Participants
15,355
225 SCHILLING BOULEVARD, SUITE 300 - COLLIERVILLE, TN 38017901-761-0050helenaagri.comLinkedIn5001-10000 employeesfarming
Plans on this EIN
5 filings
#004401k-$678.2M - 8,393 part#002TraditionalDB-$546.6M - 1,740 part#003TraditionalDB-$15.3M - 398 part#501Mixed-$5.5M - 5,629 lives#502Mixed-$651K - 363 lives

Retirement portfolio analytics

3 plans aggregated / $1.24B assets / 10,531 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • AGRI-ENTERPRISES, LLC Savings (#004)55%
  • AND ADMINISTRATIVE EMPLOYEES (#002)44%
  • & TRUCK DRIVERS (#003)1%
Total $1.24BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AGRI-ENTERPRISES, LLC Savings (#004)8,393
  • AND ADMINISTRATIVE EMPLOYEES (#002)1,740
  • & TRUCK DRIVERS (#003)398
Total 10,531Click row to drill in

Benefits portfolio analytics

2 plans / $6.2M premiums / 5,992 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.4M
  • Long-term disability$2.2M
  • Life$1.8M
  • Prescription drug$651K
Total $6.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA89%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY11%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $6.2M3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

HELENA AGRI-ENTERPRISES, LLC SAVINGS PLAN

401k

Assets$678.2M
Participants8,393
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HELENA AGRI-ENTERPRISES, LLC PENSION PLAN FOR MARKETING AND ADMINISTRATIVE EMPLOYEES

TraditionalDB

Assets$546.6M
Participants1,740
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

HELENA AGRI-ENTERPRISES, LLC PENSION PLAN FOR PRODUCTION WORKERS & TRUCK DRIVERS

TraditionalDB

Assets$15.3M
Participants398
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTH AND WELFARE BENEFIT PLAN FOR EMPLOYEES OF HELENA-AGRI ENTERPRISES LLC

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$5.5M
Covered lives5,629
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

HEALTH AND WELFARE BENEFIT PLAN FOR RETIREES OF HELENA AGRI-ENTERPRISES, LLC

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$651K
Covered lives363
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
004HELENA AGRI-ENTERPRISES, LLC SAVINGS PLAN401k$678.2M8,3932024
002HELENA AGRI-ENTERPRISES, LLC PENSION PLAN FOR MARKETING AND ADMINISTRATIVE EMPLOYEESTraditionalDB$546.6M1,7402024
003HELENA AGRI-ENTERPRISES, LLC PENSION PLAN FOR PRODUCTION WORKERS & TRUCK DRIVERSTraditionalDB$15.3M3982024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTH AND WELFARE BENEFIT PLAN FOR EMPLOYEES OF HELENA-AGRI ENTERPRISES LLCMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$5.5M5,6292024
502HEALTH AND WELFARE BENEFIT PLAN FOR RETIREES OF HELENA AGRI-ENTERPRISES, LLCMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$651K3632024
Retirement plans
Welfare plans
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