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Sponsor portfolioWelfare / HealthEIN 59-2754337
HELIOS TECHNOLOGIES
7456 16TH ST E · SARASOTA, FL 34243
9413621200
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 33
- Latest filing
- 2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
1,303
No prior year
Total participants
1,303
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $1.1M | 21.2% | |
| Other | $1.1M | 21.0% | |
| Life | $969K | 18.1% | |
| Short-term disability | $969K | 18.1% | |
| Long-term disability | $969K | 18.1% | |
| Vision | $146K | 2.7% | |
| Dental | $50K | 0.9% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | VLSTDLTDSLOth | $2.4M | 97.2% | 1 | 4 | 1,303 |
EIN 135123390 | D | $50K | 2.0% | 1 | 1 | 1,128 |
EIN 931693126 | Oth | $19K | 0.8% | 1 | 1 | 308 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| AMWINS | SCOTTSDALE, AZ | SUN LIFE ASSURANCE COMPANY OF CANADA | $50K | $17K | $67K | 85.0% | 1 |
| THE BALDWIN GROUP WEST LLC | TAMPA, FL | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $8K | $8K | 10.6% | 1 |
| WATCHTOWER TECHNOLOGIES INC | CHICAGO, IL | SUN LIFE ASSURANCE COMPANY OF CANADA | $2K | $0 | $2K | 2.4% | 1 |
| WATCHTOWER BENEFITS, LLC | CHICAGO, IL | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $803 | $767 | $2K | 2.0% | 1 |
History & trajectory
10 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