Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.6M
- Life$511K
- Short-term disability$511K
- Other$511K
- Dental$191K
- Vision$191K
Sponsor portfolioTH
HELFMAN ENTERPRISES, INC.
EIN 74-2200964retailLatest filing 2025
Plans
2
Retirement
1
$27.5M assets
Welfare
1
$2.3M premiums
Participants
953
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 297 covered livesCarrier market share
Premium dollars by Schedule A carrier
70%top
- AETNA LIFE INSURANCE COMPANY70%
- UNUM LIFE INSURANCE COMPANY OF AMERICA22%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
Broker market share
Schedule A broker compensation
77%top
- COLONIAL LIFE & ACCIDENT77%
- THE BALDWIN GROUP WEST LLC22%
- WATCHTOWER BENEFITS, LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HELFMAN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$27.5M
Participants602
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
HELFMAN ENTERPRISES, INC. COMPREHENSIVE WELFARE BENEFIT PLAN
Mixed - AETNA LIFE INSURANCE COMPANY
Premiums$2.3M
Covered lives297
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HELFMAN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $27.5M | 602 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | HELFMAN ENTERPRISES, INC. COMPREHENSIVE WELFARE BENEFIT PLAN | Mixed | AETNA LIFE INSURANCE COMPANY | $2.3M | 297 | 2025 |
Retirement plans
Welfare plans