Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$938K
- Other$531K
- Dental$256K
- Vision$256K
- Life$256K
Sponsor portfolio
J.S. HELWIG & SON LLC
EIN 20-4068122transportation/trucking/railroadLatest filing 2025
Plans
4
Retirement
1
$2.1M assets
Welfare
3
$1.5M premiums
Participants
1,707
222 METRO DRIVE - TERRELL, TX 75160214-771-3331jshelwig.comLinkedIn201-500 employeestransportation/trucking/railroad
Benefits portfolio analytics
3 plans / $1.5M premiums / 1,411 covered livesCarrier market share
Premium dollars by Schedule A carrier
56%top
- AFLAC56%
- UNITED STATES FIRE INSURANCE COMPANY21%
- METROPOLITAN LIFE INSURANCE COMPANY21%
- NEW BENEFITS1%
Broker market share
Schedule A broker compensation
38%top
- USI INSURANCE SERVICES LLC38%
- FROST INSURANCE AGENCY INC34%
- GIS BENEFITS INC17%
- BOON CHAPMAN BENEFIT ADMINISTRATORS12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
J.S. HELWIG & SON, LLC 401(K) PLAN
401k
Assets$2.1M
Participants395
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
J.S. HELWIG & SON, LLC HEALTH AND WELFARE BENEFIT PLAN
Mixed - CONTINENTAL AMERICAN INSURANCE COMPANY
Premiums$950K
Covered lives483
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
J.S. HELWIG & SON, LLC OCCUPATIONAL INJURY BENEFIT PLAN
Fully Insured - CRUM & FORSTER SPECIALTY INSURANCE COMPANY
Premiums$273K
Covered lives478
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
J.S. HELWIG & SON, LLC OCCUPATIONAL INJURY BENEFIT PLAN
Fully Insured - CRUM & FORSTER SPECIALTY INSURANCE COMPANY
Premiums$259K
Covered lives450
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | J.S. HELWIG & SON, LLC 401(K) PLAN | 401k | $2.1M | 395 | 2024 |
Welfare plans3
| 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 |
Retirement plans
Welfare plans