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Sponsor portfolio

HELENA LABORATORIES CORPORATION

EIN 74-1718734-medical devices-Latest filing 2025
Plans
3
Retirement
1
$25.1M assets
Welfare
2
$2.0M premiums
Participants
873
1530 LINDBERGH DRIVE - BEAUMONT, TX 77707409-842-3714helena.comLinkedIn201-500 employeesmedical devices
Plans on this EIN
3 filings
#001401k-$25.1M - 381 part#501Fully Insured-$1.4M - 337 lives#502Fully Insured-$550K - 147 lives

Benefits portfolio analytics

2 plans / $2.0M premiums / 484 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Stop-loss$1.4M
  • Life$21K
  • Other$21K
Total $2.0M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • BLUE CROSS OF CALIFORNIA99%
  • DEARBORN LIFE INSURANCE COMPANY1%
Total $2.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • SHERLOCK INSURANCE AGENCY97%
  • CRAIG J SHERLOCK3%
Total $65K2 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

HELENA LABORATORIES CORPORATION 401(K) PROFIT SHARING PLAN

401k

Assets$25.1M
Participants381
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HELENA LABORATORIES CORPORATION EMPLOYEE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.4M
Covered lives337
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

HELENA LABORATORIES CORP FLEXIBLE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$550K
Covered lives147
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HELENA LABORATORIES CORPORATION 401(K) PROFIT SHARING PLAN401k$25.1M3812025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HELENA LABORATORIES CORPORATION EMPLOYEE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.4M3372025
502HELENA LABORATORIES CORP FLEXIBLE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$550K1472025
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