Form 5500 · Employee benefit plan · SARASOTA, FL
HELIOS TECHNOLOGIES
Public Form 5500 records show how HELIOS TECHNOLOGIES (SARASOTA, FL) structures its employee benefits. Its broker of record is AMWINS SELF-FUNDED, LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-2754337 · plan 503 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Stop-loss | 1,125 | December | $1,135,284 | $50,087 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | — | 777 | December | $139,571 | $1,917 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental | 1,128 | December | $49,696 | $803 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 1,303 | December | $969,076 | $0 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Vision | 960 | December | $145,649 | $0 |
| FIRST STOP HEALTH | — | 308 | December | $18,775 | $0 |
Questions
Who is HELIOS TECHNOLOGIES's benefits broker?
Per its most recent Form 5500 Schedule A, HELIOS TECHNOLOGIES's broker of record is AMWINS SELF-FUNDED, LLC.
What insurance carrier does HELIOS TECHNOLOGIES use?
HELIOS TECHNOLOGIES's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 6 disclosed carriers.
When does HELIOS TECHNOLOGIES's group plan renew?
The most recent Schedule A policy period for HELIOS TECHNOLOGIES ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HELIOS TECHNOLOGIES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.