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Sponsor portfolioWelfare / HealthEIN 15-0532288

HELIO HEALTH, INC.

d/b/a HEALTHCARE AND MENTAL HEALTH CARE
555 EAST GENESSEE STREET · SYRACUSE, NY 13202
3154745506
Plans filed
4
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$9.1M
No prior year
Persons covered
1,116
No prior year
Total participants
1,116
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #502$9.1M
HELIO HEALTH WELFARE BENEFIT PLAN
Fully insured1,116 covered·3 carriers
Primary: EXCELLUS BLUE CROSS BLUE SHIELD
Plan #501$6.7M
HELIO HEALTH MEDICAL PLAN
Fully insured464 covered·1 carrier
Primary: EXCELLUS BLUE CROSS BLUE SHIELD
Plan #503$281K
HELIO HEALTH DENTAL PLAN
Fully insured544 covered·1 carrier
Primary: EXCELLUS BLUE CROSS BLUE SHIELD
Plan #504$51K
HELIO HEALTH VISION PLAN
Fully insured487 covered·1 carrier
Primary: EXCELLUS BLUE CROSS BLUE SHIELD

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$8.1M41.8%
Prescription drug$8.1M41.8%
Other$708K3.7%
Life$687K3.6%
Short-term disability$687K3.6%
Long-term disability$687K3.6%
Dental$314K1.6%
Vision$58K0.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 150329043
HRxDV
$8.4M92.2%13614
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LSTDLTDOth
$687K7.5%11772
ESI EMPLOYEE ASSISTANCE GROUP
EIN 222762686
Oth
$21K0.2%111,116

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ONEGROUP NY INCSYRACUSE, NYEXCELLUS BLUE CROSS BLUE SHIELD, ESI GROUP$166K$0$166K71.5%1
JAMES R NELLIGAN & ASSOCIATES LLCBELMAR, NJTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$57K$10K$66K28.5%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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