# HELIGROUP HOLDINGS, INC. WELFARE PLAN

Health and welfare plan sponsored by **HELIGROUP HOLDINGS, INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | HELIGROUP HOLDINGS, INC. |
| EIN | 464572040 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | HOWELL, MI |
| Industry | airlines/aviation |
| Funding | fully insured |
| Total premiums | $782K |
| Participants | 225 |
| Persons covered | 417 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| BCBS OF MICHIGAN | Health, Rx |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | LTD, Life, Other |
| DELTA DENTAL OF MICHIGAN | Dental |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | STD |
| EYEMED VISION CARE | Vision |

## Brokers

| Broker | Placed with |
|---|---|
| EXTERNAL AGENT | BLUE CARE NETWORK OF MICHIGAN |
| MARSH & MCLENNAN AGENCY LLC | DELTA DENTAL OF MICHIGAN |
| MARSH & MCLENNAN AGENCY LLC | RELIANCE STANDARD LIFE INSURANCE COMPANY |
| DIANNA LYNN ATCHISON | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| MARSH & MCLENNAN AGENCY LLC | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| JEREMY SAMPSEL | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| HOWARD J HOROWITZ | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| MARKS BENEFIT MANAGEMENT LLC | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| MELISSA DEVON WRIGHT-HALMON | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| KIMBERLY JILL ZBIKOWSKI | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| BRANDON MARCELLO CENTO | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| FANTASIA MARIE JONES | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| DAVID EDWARD GRANT | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| SPIES CONSULTING GROUP | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| MICHAEL EDWARD HOOVER | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| JT PREMIER HOLDINGS LLC | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| MARSH & MCLENNAN AGENCY LLC | EYEMED |
| CYNTHIA SUSANNE EVERY | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/464572040-501
- Cite as: PlanOptica, https://planoptica.com/welfare/464572040-501
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