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  2. HELIX, INC.
Sponsor portfolio

HELIX, INC.

EIN 92-1467388-Latest filing 2025
Plans
2
Retirement
1
$23.0M assets
Welfare
1
$678K premiums
Participants
547
400 SOUTH EL CAMINO REAL, SUITE 300 - SAN MATEO, CA 94402844-211-2070
Plans on this EIN
2 filings
#002401k-$23.0M - 344 part#501Mixed-$678K - 209 lives

Benefits portfolio analytics

1 plan / $678K premiums / 209 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$535K
  • Prescription drug$535K
  • Other$144K
  • Life$142K
  • Short-term disability$142K
  • Long-term disability$142K
Total $678K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • KAISER FOUNDATION HEALTH PLAN INC79%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA21%
  • FOUR EVER LIFE INSURANCE COMPANY0%
Total $678K3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
  • SEQUOIA BENEFITS & INS SVCS LLC0%
Total $49K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HELIX 401 (K) PLAN

401k

Assets$23.0M
Participants344
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HELIX INC. HEALTH AND WELFARE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$678K
Covered lives209
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HELIX 401 (K) PLAN401k$23.0M3442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HELIX INC. HEALTH AND WELFARE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$678K2092025
Retirement plans
Welfare plans
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