Plan Ledger DOL Form 5500 · updated monthly

Helio Health, Inc.benefits

Helio Health Welfare Benefit Plan · SYRACUSE, NY · plan year 2025

Broker compensation reported · 2025
$232,658

Helio Health, Inc.'s benefits plans covered 1,116 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $8,366,878. Insurance brokers and agents were paid $232,658 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 2.8% of premiums. That is $208 per covered person, above the median for employer plans that report broker pay. Broker pay rose 1.2% from $229,993 in 2024.

Insurance contracts · 20255
EXCELLUS BLUE CROSS BLUE SHIELD · health drug$8.1M · 519 covered
EXCELLUS BLUE CROSS BLUE SHIELD · dental$314K · 614 covered
EXCELLUS BLUE CROSS BLUE SHIELD · visionpremiums n/a · 566 covered
ESI GROUPpremiums n/a · 1,116 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 772 covered
Brokers & agents paid · 20252
ONEGROUP NY, INC$166,239
JAMES R. NELLIGAN & ASSOCIATES$66,419 · incl $9,520 fees
Also brokered by Onegroup Ny, Inc5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 150532288 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.