# PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. DBA HELUNA HEALTH WRAP BENEFIT PLAN

Health and welfare plan sponsored by **PUBLIC HEALTH FOUNDATION ENTERPRISES, INC.** (dba HELUNA HEALTH). Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | PUBLIC HEALTH FOUNDATION ENTERPRISES, INC. |
| EIN | 952557063 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | CITY OF INDUSTRY, CA |
| Industry | Other Services |
| Funding | fully insured |
| Total premiums | $16.0M |
| Participants | 2,069 |
| Persons covered | 2,505 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| KAISER PERMANENTE | Health, HMO, Rx, PPO |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Rx, HMO, PPO |
| DELTA DENTAL OF CALIFORNIA | Dental, PPO, HMO |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (CIGNA) | Life, Other, STD, LTD |
| MUTUAL OF OMAHA INSURANCE COMPANY | Other |
| EYEMED VISION CARE | Vision |
| TELUS HEALTH (US) LTD. | Other |

## Brokers

| Broker | Placed with |
|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | UNITED HEALTHCARE INSURANCE COMPANY |
| GALLAGHER BENEFIT SERVICES, INC. | KAISER FOUNDATION HEALTH PLAN INC |
| GALLAGHER BENEFIT SERVICES, INC. | DELTA DENTAL OF CALIFORNIA |
| SYNERGY GROUP BENEFITS INC | LIFE INSURANCE COMPANY OF NORTH AMERICA |
| GALLAGHER BENEFIT SERVICES, INC. | LIFE INSURANCE COMPANY OF NORTH AMERICA |
| SYNERGY ENROLLMENT & BENEFITS LLC | LIFE INSURANCE COMPANY OF NORTH AMERICA |
| SYNERGY ENROLLMENT & BENEFITS LLC | UNITED OF OMAHA LIFE INSURANCE COMPANY |
| GALLAGHER BENEFIT SERVICES, INC. | UNITED OF OMAHA LIFE INSURANCE COMPANY |
| GALLAGHER BENEFIT SERVICES, INC. | EYEMED VISION CARE |

## 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/952557063-501
- Cite as: PlanOptica, https://planoptica.com/welfare/952557063-501
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