Plan Ledger DOL Form 5500 · updated monthly

Helios Technologiesbenefits

Helios Technologies, Inc. Welfare Benefits Plan · SARASOTA, FL · plan year 2025

Broker compensation reported · 2025
$79,349

Helios Technologies's benefits plans covered 1,303 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $79,349 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $61 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 37% from $58,011 in 2024.

Insurance contracts · 20256
SUN LIFE ASSURANCE COMPANY OF CANADA · life std ltdpremiums n/a · 1,303 covered
SUN LIFE ASSURANCE COMPANY OF CANADApremiums n/a · 777 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dentalpremiums n/a · 1,128 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · stop-losspremiums n/a · 1,125 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · visionpremiums n/a · 960 covered
FIRST STOP HEALTHpremiums n/a · 308 covered
Brokers & agents paid · 20254
AMWINS SELF-FUNDED, LLC$67,413 · incl $17,326 fees
THE BALDWIN GROUP SOUTHEAST LLC$8,449 · incl $8,449 fees
WATCHTOWER BENEFITS LLC$1,570 · incl $767 fees
Also brokered by Amwins Self-Funded, LLC5
Viva 5, LLC FL$22,514

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 592754337 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.