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Benefits Intelligence/Broker Directory/Idaho

Greg Helbling

Coeur Dalene, ID

Greg Helbling of Coeur Dalene, ID is the broker of record on 14 Form 5500 Schedule A filings covering 4 employer benefit plans, with $363,139 in reported broker commissions (plan year 2021).

Employer clients
4
distinct plan sponsors
Schedule A filings
14
States served
1
Reported commissions
$363,139
plan year 2021
Reported fees
$34,724

Employer clients

Plan sponsors naming Greg Helbling on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Valley Vista Care CorporationID3072020-12-31
North Idaho Family Physicians, LLCID1212017-08-31
North Idaho Eye Institute, PaID1142021-12-31
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.