Form 5500 · Employee benefit plan · MAITLAND, FL
HELIOS HVACR SERVICES, LLC
HELIOS HVACR SERVICES, LLC of MAITLAND, FL spreads its employee benefits across 3 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through BLUE CROSS BLUE SHIELD OF FLORIDA and 2 other carriers. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-3018496 · plan 506 · as of Aug 2026
Plan brief
Schedule A lists 3 insured contracts covering health, dental, vision, life and disability; the largest, with BLUE CROSS BLUE SHIELD OF FLORIDA, covers 395 people.
Reported premium across the insured contracts is $4,980,457, with $181,306 in disclosed broker commissions — about 3.6% of premium.
The most recent policy period ended in October, and the plan year ends October 31. Group contracts typically renew on that annual cycle.
USI INSURANCE SERVICES LLC is the broker of record on all 3 contracts.
3 carriers appear on the filing — BLUE CROSS BLUE SHIELD OF FLORIDA, PRUDENTIAL INSURANCE COMPANY OF AMERICA and AETNA LIFE INSURANCE CO. — with BLUE CROSS BLUE SHIELD OF FLORIDA writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF FLORIDA | Health | 395 | October | $4,475,962 | $179,038 |
| AETNA LIFE INSURANCE CO. | Dental, Vision | 598 | October | $243,049 | $2,268 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 529 | October | $261,446 | $0 |
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