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Sponsor portfolio

MD HELICOPTERS, LLC

EIN 88-2943609-aviation & aerospace-Latest filing 2025
Plans
3
Retirement
2
$34.0M assets
Welfare
1
$2.3M premiums
Participants
698
4555 EAST MCDOWELL ROAD, M615 - MESA, AZ 852159734480-346-6121mdhelicopters.comLinkedIn201-500 employeesaviation & aerospace
Plans on this EIN
3 filings
#001401k-$25.9M - 328 part#002CashBalance-$8.2M - 200 part#502Fully Insured-$2.3M - 268 lives

Retirement portfolio analytics

2 plans aggregated / $34.0M assets / 528 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • VOLUNTARY INVESTMENT PLAN (#001)76%
  • CASH BALANCE PENSION (#002)24%
Total $34.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • VOLUNTARY INVESTMENT PLAN (#001)328
  • CASH BALANCE PENSION (#002)200
Total 528Click row to drill in

Benefits portfolio analytics

1 plan / $2.3M premiums / 268 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Dental$2.0M
  • Prescription drug$2.0M
  • Other$133K
  • Life$121K
  • Short-term disability$98K
  • +2 more
Total $2.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY13%
  • EYEMED VISION CARE1%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Total $2.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $109K1 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

MD HELICOPTERS, LLC VOLUNTARY INVESTMENT PLAN

401k

Assets$25.9M
Participants328
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MD HELICOPTERS, LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$8.2M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MD HELICOPTERS, LLC EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$2.3M
Covered lives268
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MD HELICOPTERS, LLC VOLUNTARY INVESTMENT PLAN401k$25.9M3282024
002MD HELICOPTERS, LLC CASH BALANCE PENSION PLANCashBalance$8.2M2002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MD HELICOPTERS, LLC EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF ARIZONA$2.3M2682025
Retirement plans
Welfare plans
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