Form 5500 · Retirement plan · NEW ORLEANS, LA
ESTATE OF WILLIAM G. HELIS
The filing calls this plan ESTATE OF WILLIAM G. HELIS RETIREMENT PLAN.
ESTATE OF WILLIAM G. HELIS of NEW ORLEANS, LA's retirement plan holds 2 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 72-0514456 · plan 001 · plan year 2024, filed May 8, 2025
Plan brief
Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with AMERICAN UNITED LIFE INSURANCE COMPANY.
$70,327 in agent commissions is disclosed across the contracts; WILLIAM TREMKO is the agent of record.
A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.
The contract year ended in December.
Schedule A insurance contracts
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE COMPANY | Annuity / GIC | 54 | December | $13,087,860 | $65,800 |
| METROPOLITAN LIFE INSURANCE COMPANY | Annuity / GIC | 1 | December | $905,432 | $4,527 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
What the plan holds
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule I
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