Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$938K
- Other$531K
- Dental$256K
- Vision$256K
- Life$256K
Filings through .
J.S. Helwig & Son, LLC
EIN 20-4068122transportation/trucking/railroadLatest filing 2025
Plans
4
Retirement
1
$2.7M assets
Health & Benefits
3
$1.5M premiums
Participants
1,842
222 METRO DRIVE - TERRELL, TX 75160214-771-3331jshelwig.comLinkedIn201-500 employeestransportation/trucking/railroad
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Benefits portfolio analytics
3 plans / $1.5M premiums / 1,411 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
J.S. HELWIG & SON, LLC 401(K) PLAN
401(k)
Assets$2.7M
Participants530
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
J.S. HELWIG & SON, LLC HEALTH AND WELFARE BENEFIT PLAN
Mixed - CONTINENTAL AMERICAN INSURANCE COMPANY
Premiums$950K
Covered lives483
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
J.S. HELWIG & SON, LLC OCCUPATIONAL INJURY BENEFIT PLAN
Fully insured - CRUM & FORSTER SPECIALTY INSURANCE COMPANY
Premiums$273K
Covered lives478
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
J.S. HELWIG & SON, LLC OCCUPATIONAL INJURY BENEFIT PLAN
Fully insured - CRUM & FORSTER SPECIALTY INSURANCE COMPANY
Premiums$259K
Covered lives450
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | J.S. HELWIG & SON, LLC 401(K) PLAN | 401(k) | $2.7M | 530 | 2025 |
- #002 · 401(k) · 2025530
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | J.S. HELWIG & SON, LLC HEALTH AND WELFARE BENEFIT PLAN | Mixed | CONTINENTAL AMERICAN INSURANCE COMPANY | $950K | 483 | 2025 |
| #501 | J.S. HELWIG & SON, LLC OCCUPATIONAL INJURY BENEFIT PLAN | Fully insured | CRUM & FORSTER SPECIALTY INSURANCE COMPANY | $273K | 478 | 2024 |
| #504 | J.S. HELWIG & SON, LLC OCCUPATIONAL INJURY BENEFIT PLAN | Fully insured | CRUM & FORSTER SPECIALTY INSURANCE COMPANY | $259K | 450 | 2025 |
- #503 · Mixed · CONTINENTAL AMERICAN INSURANCE COMPANY · 2025483
- #501 · Fully insured · CRUM & FORSTER SPECIALTY INSURANCE COMPANY · 2024478
- #504 · Fully insured · CRUM & FORSTER SPECIALTY INSURANCE COMPANY · 2025450
Retirement plans
Health & Benefits plans