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Sponsor portfolioWelfare / HealthEIN 20-4068122

J.S. HELWIG & SON LLC

222 METRO DRIVE · TERRELL, TX 75160
2147713331
Plans filed
4
Years active
2016–2025
Industry
NAICS 48
Latest filing
2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
933
No prior year
Total participants
834
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #503$950K
J.S. HELWIG & SON, LLC HEALTH AND WELFARE BENEFIT PLAN
Mixed483 covered·3 carriers
Primary: CONTINENTAL AMERICAN INSURANCE COMPANY
Plan #501$273K
J.S. HELWIG & SON, LLC OCCUPATIONAL INJURY BENEFIT PLAN
Fully insured478 covered·1 carrier
Primary: CRUM & FORSTER SPECIALTY INSURANCE COMPANY
Plan #504$259K
J.S. HELWIG & SON, LLC OCCUPATIONAL INJURY BENEFIT PLAN
Fully insured450 covered·1 carrier
Primary: CRUM & FORSTER SPECIALTY INSURANCE COMPANY
Plan #502$72K
J.S. HELWIG & SON, LLC DENTAL PLAN
Fully insured312 covered·1 carrier
Primary: PRINCIPAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Short-term disability$938K41.9%
Other$531K23.8%
Dental$256K11.4%
Vision$256K11.4%
Life$256K11.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AFLAC
EIN 570514130
STD
$678K56.1%11293
UNITED STATES FIRE INSURANCE COMPANY
EIN 133545069
STDOth
$259K21.5%11450
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DVLOth
$256K21.1%11483
NEW BENEFITS
EIN 752343577
Oth
$16K1.3%11377

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCDALLAS, TXCRUM & FORSTER SPECIALTY INSURANCE COMPANY$36K$0$36K37.5%1
FROST INSURANCE AGENCY INCDALLAS, TXMETROPOLITAN LIFE INSURANCE COMPANY$33K$24$33K34.4%1
GIS BENEFITS INCMORRIS, ILMETROPOLITAN LIFE INSURANCE COMPANY$13K$3K$16K16.5%1
BOON CHAPMAN BENEFIT ADMINISTRATORSAUSTIN, TXMETROPOLITAN LIFE INSURANCE COMPANY$0$11K$11K11.6%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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