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  2. HELWIG CARBON PRODUCTS, INC.
Sponsor portfolioTH

HELWIG CARBON PRODUCTS, INC.

EIN 39-0342040-electrical/electronic manufacturing-Latest filing 2025
Plans
3
Retirement
2
$47.3M assets
Welfare
1
$351K premiums
Participants
849
8900 WEST TOWER AVENUE - MILWAUKEE, WI 53224414-354-2411helwigcarbon.comLinkedIn201-500 employeeselectrical/electronic manufacturing
Plans on this EIN
3 filings
#001401k-$37.3M - 325 part#002ESOP-$9.9M - 253 part#503Mixed-$351K - 279 lives

Retirement portfolio analytics

2 plans aggregated / $47.3M assets / 578 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • SHARING RETIREMENT PLAN (#001)79%
  • EMPLOYEE STOCK OWNERSHIP (#002)21%
Total $47.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING RETIREMENT PLAN (#001)325
  • EMPLOYEE STOCK OWNERSHIP (#002)253
Total 578Click row to drill in

Benefits portfolio analytics

1 plan / $351K premiums / 279 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$121K
  • Short-term disability$114K
  • Dental$90K
  • Life$33K
  • Vision$14K
  • Long-term disability$12K
Total $351K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY64%
  • DELTA DENTAL OF CALIFORNIA26%
  • UNITED HEALTHCARE INSURANCE COMPANY6%
  • SUPERIOR DENTAL CARE4%
Total $351K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • R & R INSURANCE SERVICES INC100%
Total $33K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HELWIG CARBON PRODUCTS, INC. PROFIT SHARING RETIREMENT PLAN

401k

Assets$37.3M
Participants325
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HELWIG CARBON PRODUCTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$9.9M
Participants253
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

HELWIG CARBON PRODUCTS, INC. HEALTH AND DENTAL BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$351K
Covered lives279
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HELWIG CARBON PRODUCTS, INC. PROFIT SHARING RETIREMENT PLAN401k$37.3M3252025
002HELWIG CARBON PRODUCTS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$9.9M2532025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503HELWIG CARBON PRODUCTS, INC. HEALTH AND DENTAL BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$351K2792025
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