How many benefit plans does Heligroup Holdings, Inc. report on Form 5500?

Heligroup Holdings, Inc. (EIN 46-4572040) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Heligroup Holdings, Inc.?

The Employer Identification Number (EIN) reported for Heligroup Holdings, Inc. is 46-4572040.

What is the latest Form 5500 filing year for Heligroup Holdings, Inc.?

The latest loaded Form 5500 filing year for Heligroup Holdings, Inc. is 2023.

Heligroup Holdings, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Heligroup Holdings, Inc. (EIN 46-4572040) is a plan sponsor located in Howell, MI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 46-4572040
Location: Howell, MI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $17,158,439
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $17,158,439

Contributions & income

Employer contributions: $574,121
Participant contributions: $1,581,809
Total income / additions: $5,185,029

Expenses & distributions

Benefits paid / distributions: $2,869,578
Total expenses: $3,023,578
Net increase / (decrease): $2,161,451

Coverage

Total reported participants: 481
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Heligroup Holdings, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Heligroup Holdings, Inc. 401(K) Plan	001	280	$17,158,439	2023
Heligroup Holdings, Inc. Welfare Plan	501	201	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Heligroup Holdings, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Heligroup Holdings, Inc. Welfare Plan	201	—	20240717154503NAL0007739328001
2023	Heligroup Holdings, Inc. 401(K) Plan	280	H, C	20241001074735NAL0006751777001