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Form 5500 · Employee benefit plan · SYRACUSE, NY

HELIO HEALTH, INC.

HELIO HEALTH, INC. of SYRACUSE, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is CAMBRIDGE INVESTMENT RESEARCH, INC.. Coverage is written through TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY. 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 15-0532288 · plan 002 · as of Jul 2026

Participants
1,164
Carriers on file
1
Disclosed commissions
$1,271
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYDecember$1,271

Questions

Who is HELIO HEALTH, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, HELIO HEALTH, INC.'s broker of record is CAMBRIDGE INVESTMENT RESEARCH, INC..

What insurance carrier does HELIO HEALTH, INC. use?

HELIO HEALTH, INC.'s benefit plan is written through TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY.

When does HELIO HEALTH, INC.'s group plan renew?

The most recent Schedule A policy period for HELIO HEALTH, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from HELIO HEALTH, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.