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Sponsor portfolioWelfare / HealthEIN 74-2200964
HELFMAN ENTERPRISES, INC.
7720 KATY FREEWAY · HOUSTON, TX 77024
7135336222
- Plans filed
- 4
- Years active
- 2015–2025
- Industry
- NAICS 44
- Latest filing
- 2025
Total premiums (latest)
$2.3M
No prior year
Persons covered
297
No prior year
Total participants
351
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #504$2.3M
HELFMAN ENTERPRISES, INC. COMPREHENSIVE WELFARE BENEFIT PLAN
Mixed297 covered·3 carriers
Primary: AETNA LIFE INSURANCE COMPANY
Plan #501$835K
HELFMAN ENTERPRISES, INC. AETNA PLAN
Self-funded204 covered·1 carrier
Primary: AETNA
Plan #503$407K
HELFMAN ENTERPRISES, INC. ALLSTATE PLAN
Fully insured243 covered·1 carrier
Primary: ALLSTATE
Plan #502$158K
HELFMAN ENTERPRISES, INC. GUARDIAN PLAN
Fully insured292 covered·1 carrier
Primary: GUARDIAN
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $1.6M | 46.2% | |
| Life | $511K | 14.4% | |
| Short-term disability | $511K | 14.4% | |
| Other | $511K | 14.4% | |
| Dental | $191K | 5.4% | |
| Vision | $191K | 5.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | SL | $1.6M | 70.1% | 1 | 1 | 231 |
EIN 570144607 | LSTDOth | $511K | 21.8% | 1 | 1 | 258 |
EIN 135123390 | DV | $191K | 8.1% | 1 | 1 | 297 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| COLONIAL LIFE & ACCIDENT | COLUMBIA, SC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $76K | $2K | $78K | 77.3% | 1 |
| THE BALDWIN GROUP WEST LLC | HOUSTON, TX | GUARDIAN | $19K | $3K | $22K | 21.9% | 1 |
| WATCHTOWER BENEFITS, LLC | CHICAGO, IL | GUARDIAN | $856 | $0 | $856 | 0.9% | 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