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Form 5500 · Employee benefit plan · TUCSON, AZ

HELPING OURSELVES PURSUE ENRICHMENT, INC

HELPING OURSELVES PURSUE ENRICHMENT, INC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH AND MCLENNAN AGENCY. Coverage is written through BLUE CROSS BLUE SHIELD OF ARIZONA and 4 other carriers. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 86-0655390 · plan 501 · as of Jul 2026

Participants
108
Carriers on file
5
Disclosed commissions
$40,219
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUE CROSS BLUE SHIELD OF ARIZONAHealth64June$27,175
DELTA DENTAL OF ARIZONADental125June$5,242
PRINCIPAL LIFE INSURANCE COMPANYVision, Life150June$4,293
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA28June$2,847
LEGALSHIELD13June$662

Questions

Who is HELPING OURSELVES PURSUE ENRICHMENT, INC's benefits broker?

Per its most recent Form 5500 Schedule A, HELPING OURSELVES PURSUE ENRICHMENT, INC's broker of record is MARSH AND MCLENNAN AGENCY.

What insurance carrier does HELPING OURSELVES PURSUE ENRICHMENT, INC use?

HELPING OURSELVES PURSUE ENRICHMENT, INC's benefit plan is written through BLUE CROSS BLUE SHIELD OF ARIZONA, among 5 disclosed carriers.

When does HELPING OURSELVES PURSUE ENRICHMENT, INC's group plan renew?

The most recent Schedule A policy period for HELPING OURSELVES PURSUE ENRICHMENT, INC ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

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