PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HELEN OF TROY NEVADA CORPORATION
Sponsor portfolio

HELEN OF TROY NEVADA CORPORATION

EIN 74-2804062-Wholesale Trade-Latest filing 2024
Plans
2
Retirement
1
$158.0M assets
Welfare
1
$1.1M premiums
Participants
3,727
201 E. MAIN, SUITE 300 - EL PASO, TX 79901915-225-8000
Plans on this EIN
2 filings
#001401k-$158.0M - 1,813 part#506Mixed-$1.1M - 1,914 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 1,914 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$959K
  • Life$762K
  • Long-term disability$762K
  • Vision$161K
  • Health$28K
  • Dental$28K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA68%
  • METROPOLITAN LIFE INSURANCE COMPANY24%
  • AETNA LIFE INSURANCE COMPANY6%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA1%
  • VISION SERVICE PLAN1%
  • +1 more
Total $1.1M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $130K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HELEN OF TROY 401(K) PLAN

401k

Assets$158.0M
Participants1,813
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

HELEN OF TROY NEVADA CORPORATION HEALTH & WELFARE

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$1.1M
Covered lives1,914
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HELEN OF TROY 401(K) PLAN401k$158.0M1,8132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506HELEN OF TROY NEVADA CORPORATION HEALTH & WELFAREMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$1.1M1,9142024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica