Sponsor portfolioTH

PUBLIC HEALTH FOUNDATION ENTERPRISES, INC., DBA HELUNA HEALTH

EIN 95-2557063Other Services (except Public Administration)Latest filing 2025

Plans

Retirement

$200.1M assets

Welfare

$16.0M premiums

Participants

5,476

13300 CROSSROADS PARKWAY NORTH SUIT - CITY OF INDUSTRY, CA 91746562-222-7877LinkedIn1-10 employees

Plans on this EIN

2 filings

#001401k-$200.1M - 3,407 part #501Fully Insured-$16.0M - 2,505 lives

Benefits portfolio analytics

1 plan / $16.0M premiums / 2,505 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$13.7M
Prescription drug$8.3M
Dental$1.0M
Other$751K
Life$362K
Short-term disability$230K
+2 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

50%top

KAISER FOUNDATION HEALTH PLAN INC50%
UNITED HEALTHCARE INSURANCE COMPANY35%
DELTA DENTAL OF CALIFORNIA6%
LIFE INSURANCE COMPANY OF NORTH AMERICA5%
UNITED OF OMAHA LIFE INSURANCE COMPANY2%
+2 more

Broker market share

Schedule A broker compensation

Split broker

82%top

GALLAGHER BENEFIT SERVICES, INC.82%
SYNERGY GROUP BENEFITS INC10%
SYNERGY ENROLLMENT & BENEFITS LLC8%

Plan deep-dives

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

Retirement#001

PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. 403(B) PLAN

401k

Assets$200.1M

Participants3,407

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501