Plan Ledger DOL Form 5500 · updated monthly

Heligroup Holdings, Inc.benefits

Heligroup Holdings, Inc. Welfare Plan · HOWELL, MI · plan year 2025

Broker compensation reported · 2025
$46,865

Heligroup Holdings, Inc.'s benefits plans covered 225 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $148,034. Insurance brokers and agents were paid $46,865 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 31.7% of premiums. That is $208 per covered person, above the median for employer plans that report broker pay. Broker pay rose 12% from $41,970 in 2024.

Insurance contracts · 20257
DELTA DENTAL OF MICHIGAN · dental$148K · 417 covered
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY · stdpremiums n/a · 28 covered
EYEMED · visionpremiums n/a · 410 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 225 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · ltdpremiums n/a · 225 covered
BLUE CARE NETWORK OF MICHIGAN · health drugpremiums n/a · 51 covered
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY · stdpremiums n/a · 12 covered
Brokers & agents paid · 202510
EXTERNAL AGENT$14,284
DIANNA LYNN ATCHISON$5,640 · incl $1,642 fees
MARSH & MCLENNAN AGENCY LLC$16,757 · incl $119 fees
JEREMY SAMPSEL$1,645 · incl $815 fees
HOWARD J HOROWITZ$1,160 · incl $192 fees
MARKS BENEFIT MANAGEMENT LLC$172 · incl $63 fees
SPIES CONSULTING GROUP$10
JT PREMIER HOLDINGS LLC$1 · incl $1 fees
7 individual agents · names withheld$400

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by External Agent2

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 464572040 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.