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Form 5500 · Employee benefit plan · NEW ORLEANS, LA

ESTATE OF WILLIAM G. HELIS

Public Form 5500 records show how ESTATE OF WILLIAM G. HELIS (NEW ORLEANS, LA) structures its employee benefits. Its broker of record is WILLIAM TREMKO. Coverage is written through AMERICAN UNITED LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 72-0514456 · plan 001 · as of Jul 2026

Participants
53
Carriers on file
2
Disclosed commissions
$70,327
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
AMERICAN UNITED LIFE INSURANCE COMPANY54December$65,800
METROPOLITAN LIFE INSURANCE COMPANY1December$4,527

Questions

Who is ESTATE OF WILLIAM G. HELIS's benefits broker?

Per its most recent Form 5500 Schedule A, ESTATE OF WILLIAM G. HELIS's broker of record is WILLIAM TREMKO.

What insurance carrier does ESTATE OF WILLIAM G. HELIS use?

ESTATE OF WILLIAM G. HELIS's benefit plan is written through AMERICAN UNITED LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does ESTATE OF WILLIAM G. HELIS's group plan renew?

The most recent Schedule A policy period for ESTATE OF WILLIAM G. HELIS ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from ESTATE OF WILLIAM G. HELIS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.