Form 5500 · Employee benefit plan · TERRELL, TX
J.S. HELWIG & SON, LLC
The filing calls this plan J.S. HELWIG & SON, LLC OCCUPATIONAL INJURY BENEFIT PLAN.
J.S. HELWIG & SON, LLC of TERRELL, TX files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is USI SOUTHWEST INC. Coverage is written through CRUM & FORSTER SPECIALTY INSURANCE COMPANY. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-4068122 · plan 504 · plan year 2025, filed Jul 13, 2026
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186 other employer plans in Texas have policy years ending in October. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
The filing discloses a single insured line, disability, through CRUM & FORSTER SPECIALTY INSURANCE COMPANY, covering 450 people.
Reported premium across the insured contracts is $259,499, with $36,330 in disclosed broker commissions — about 14% of premium.
The most recent policy period ended in October, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| CRUM & FORSTER SPECIALTY INSURANCE COMPANY | Disability | 450 | Nov 1, 2025 | $259,499 | $36,330 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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Renewal calendar
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