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Sponsor portfolioWelfare / HealthEIN 59-3018496

HELIOS HVACR SERVICES, LLC

601 SOUTH LAKE DESTINY RD · MAITLAND, FL 32751
8882460595
Plans filed
6
Years active
2017–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$869K
No prior year
Persons covered
568
No prior year
Total participants
518
No prior year
Plans filed
6
No prior year

Plans under this sponsor

6 plans
Plan #502$1.7M
ADVANCED MECHANICAL SERVICES OF CENTRAL FLORIDA, INC. MEDICAL BENEFIT PLAN
Fully insured263 covered·1 carrier
Primary: BLUE CROSS BLUE SHIELD OF FLORIDA
Plan #501$1.0M
ADVANCED MECHANICAL SERVICES OF CENTRAL FLORIDA, INC. WELFARE BENEFITS PLAN
Fully insured96 covered·5 carriers
Primary: BLUE CROSS BLUE SHIELD OF FLORIDA
Plan #506$869K
HELIOS HVACR SERVICES, LLC HEALTH & WELFARE PLAN
Fully insured568 covered·3 carriers
Primary: BLUE CROSS BLUE SHIELD OF FLORIDA
Plan #503$110K
ADVANCED MECHANICAL SERVICES OF CENTRAL FLORIDA, INC. DENTAL BENEFIT PLAN
Fully insured226 covered·1 carrier
Primary: FLORIDA COMBINED LIFE
Plan #505$38K
ADVANCED MECHANICAL SERVICES OF CENTRAL FLORIDA, INC. LIFE INSURANCE BENEFIT PLAN
Fully insured87 covered·1 carrier
Primary: USABLE LIFE
Plan #504$0
ADVANCED MECHANICAL SERVICES OF CENTRAL FLORIDA, INC. VISION BENEFIT PLAN
Fully insured0 covered·1 carrier
Primary: BLUECROSS BLUESHIELD OF FLORIDA, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$777K42.4%
Prescription drug$777K42.4%
Life$49K2.7%
Short-term disability$49K2.7%
Long-term disability$49K2.7%
Other$49K2.7%
Dental$42K2.3%
Vision$42K2.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 592015694
HRx
$777K89.5%11389
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LSTDLTDOth
$49K5.6%11518
AETNA LIFE INSURANCE COMPANY
EIN 066033492
DV
$42K4.9%11568

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAPRUDENTIAL INSURANCE COMPANY OF AMERICA, AETNA LIFE INSURANCE CO., BLUE CROSS BLUE SHIELD OF FLORIDA$31K$2K$33K99.9%1
IMGINDINAPOLIS, INPRUDENTIAL INSURANCE COMPANY OF AMERICA$0$28$280.1%1

History & trajectory

9 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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