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
Filings through .
Top hat
Helfman Enterprises, Inc.
EIN 74-2200964retailLatest filing 2025
Plans
2
Retirement
1
$31.0M assets
Health & Benefits
1
$2.3M premiums
Participants
896
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $2.3M premiums / 297 covered lives
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
HELFMAN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$31.0M
Participants545
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
HELFMAN ENTERPRISES, INC. COMPREHENSIVE WELFARE BENEFIT PLAN
Mixed - AETNA LIFE INSURANCE COMPANY
Premiums$2.3M
Covered lives297
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HELFMAN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $31.0M | 545 | 2025 |
- #001 · 401(k) · 2025545
Health & Benefits plans
1 plan on this EIN
| 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 |
- #504 · Mixed · AETNA LIFE INSURANCE COMPANY · 2025297
Retirement plans
Health & Benefits plans