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Who We Are

TracyCo is an insurance agency, third party administrator, and financial advisor specializing in employee benefits solutions.

We strive to be experts in our various areas of work.  We value long-term relationships with our clients, our employees, and our partners.

Why TracyCo?

TracyCo has had several names over the last 35 years.  Most probably know us as C.B. Tracy & Associates, Inc.  

As the company has changed over the last 20 years through ownership by 2 generations of the Helman family, we thought it would be appropriate to recognize those changes in our brand.  We also wanted to recognize the history and value of the C.B. Tracy & Associates, Inc. name.  

In 2016 we will begin doing business as TracyCo which better represents the modern company that we have become with a nod to our long history.

Our Staff

The people that work here at TracyCo are the most important asset that we have.  Every employee has been here for at least 15 years and many have been here for more than 30.  

We encourage everyone here to be an expert in their field and many have sought education and professional designations such as CFP® certificant, CEBS, QKA, CLU, etc.  

Our employees take pride in providing help and support to all of our clients and to our clients’ employees.

Supporting Our Community

We support our local community in a variety of ways.

We are directly involved in supporting:

  • Hempfield Township Community Days

  • Trib Total Media Literacy in Schools

  • Penn Township Fall Festival

  • Unity Township Heritage Day

  • United Way of Westmoreland County

Many of our employees volunteer and fundraise for the charities and causes of their choice and we support them in those endeavors.

Our History

The business was founded in 1978 by Clifford B. Tracy as a life insurance agency.  Gary Helman joined Mr. Tracy in 1985 and the company became C.B. Tracy & Associates, Inc.

Gary facilitated the transition of the company from an agency focused on life insurance to a focus on employee benefits, third party administration, and providing solutions for business owners.  Gary Helman became sole owner of C.B. Tracy & Associate, Inc. in 1997.  

Shawn and Tim Helman joined the business in 2001.  They had an integral role in making the company a leading provider of employee benefits solutions for employers, upgrading technology and offering solutions for increasingly complex compliance issues created by PPACA.   

In 2015, Shawn and Tim became partners and owners of C.B. Tracy & Associates, Inc.  

C.B. Tracy & Associates, Inc. became TracyCo in 2016.